Position history for EP Wealth Advisors, LLC's holdings in VANGUARD INDEX FDS
EP Wealth Advisors, LLC holds 353,724 shares of VOO (VANGUARD INDEX FDS), worth $221.8M as of 2025-Q4. The position was increased (++14.6% shares). VOO represents 1.2% of EP Wealth Advisors, LLC's portfolio.
Current Value
$221.8M
Current Shares
353,724
Total Value Change
+$194.9M
Total Shares Change
+299,808
Increased |
| 353,724 |
+14.6% |
| $221.8M |
| 1.2% |
| $631.72 |
55 |
| 2025-Q2 | Increased | 308,707 | +67.1% | $175.4M | 1.2% | $562.00 | 71 |
| 2025-Q1 | Increased | 184,743 | +25.7% | $94.9M | 0.8% | $506.34 | 52 |
| 2024-Q4 | Increased | 146,996 | +53.6% | $79.2M | 0.6% | $534.42 | 59 |
| 2024-Q3 | Increased | 95,695 | +77.5% | $50.5M | 0.4% | $517.34 | 53 |
| 2024-Q2 | Decreased | 53,916 | -1.9% | $27M | 0.3% | $490.95 | 0 |