Position history for EP Wealth Advisors, LLC's holdings in VANGUARD INDEX FDS
EP Wealth Advisors, LLC holds 485,913 shares of VOO (VANGUARD INDEX FDS), worth $290.4M as of 2026-Q1. The position was increased (+37.4% shares). VOO represents 1.4% of EP Wealth Advisors, LLC's portfolio.
Current Value
$290.4M
Current Shares
485,913
Total Value Change
+$263.4M
Total Shares Change
+431,997
Other major holders of VOO: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 485,913 |
+37.4% |
| $290.4M |
| 1.4% |
| $625.72 |
64 |
| 2025-Q4 | 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 |