Position history for EP Wealth Advisors, LLC's holdings in VANGUARD INDEX FDS
EP Wealth Advisors, LLC holds 1.4M shares of VOT (VANGUARD INDEX FDS), worth $392.3M as of 2025-Q4. The position was increased (++14.3% shares). VOT represents 2.0% of EP Wealth Advisors, LLC's portfolio.
Current Value
$392.3M
Current Shares
1.4M
Total Value Change
+$273.3M
Total Shares Change
+886,892
Other major holders of VOT: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 1.4M |
+14.3% |
| $392.3M |
| 2.0% |
| $282.13 |
61 |
| 2025-Q2 | Increased | 1.2M | +15.8% | $349.7M | 2.3% | $281.02 | 61 |
| 2025-Q1 | Increased | 1.1M | +13.4% | $259.8M | 2.1% | $242.97 | 60 |
| 2024-Q4 | Increased | 936,468 | +30.8% | $237.6M | 1.9% | $253.44 | 61 |
| 2024-Q3 | Increased | 715,993 | +38.1% | $174.3M | 1.5% | $240.83 | 63 |
| 2024-Q2 | Increased | 518,452 | +12.5% | $119M | 1.3% | $227.25 | 53 |