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Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in VANGUARD S&P 500 ETF

EP Wealth Advisors, LLC holds 505,167 shares of VOO (VANGUARD S&P 500 ETF), worth $347M as of 2026-Q2. The position was increased (+4.0% shares). VOO represents 1.3% of EP Wealth Advisors, LLC's portfolio.

Current Value

$347M

Current Shares

505,167

Total Value Change

+$296.5M

Total Shares Change

+409,472

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
505,167
+4.0%
$347M1.3%$686.81
51
2026-Q1
Increased
485,913
+37.4%
$290.4M1.4%$595.81
64
2025-Q4
Increased
353,724
+14.6%
$221.8M1.2%$623.34
55
2025-Q2
Increased
308,707
+67.1%
$175.4M1.2%$561.40
71
2025-Q1
Increased
184,743
+25.7%
$94.9M0.8%$506.35
52
2024-Q4
Increased
146,996
+53.6%
$79.2M0.6%$529.05
59
2024-Q3
Increased
95,695
+77.5%
$50.5M0.4%$516.46
53

Other major holders of VOO: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, Vanguard Global Advisers, LLC, VANGUARD GROUP INC

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