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VOTVOT
Showing 7 of 30 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in VANGUARD INDEX FDS

Yes. EP Wealth Advisors holds 1,752,727 shares of VOT, worth $536.9M, as of its Q2 2026 13F filing. It increased the position by 201,601 shares (+13.0%) from Q1 2026. EP Wealth Advisors has held VOT in every 13F on record since Q4 2018, 30 quarterly filings. VOT is 2.1% of EP Wealth Advisors' reported 13F portfolio.

Current Value

$536.9M

Current Shares

1.8M

Total Value Change

+$362.5M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.8M
+13.0%
$536.9M2.1%$305.90
61
2026-Q1
Increased
1.6M
+10.4%
$399.2M2.0%$256.67
54
2025-Q4
Increased
1.4M
+14.3%
$392.3M2.0%$277.86
61
2025-Q2
Increased
1.2M
+15.8%
$349.7M2.3%$282.18
61
2025-Q1
Increased
1.1M
+13.4%
$259.8M2.1%$242.37
60
2024-Q4
Increased
936,468
+30.8%
$237.6M1.9%$250.95
61
2024-Q3
Increased
715,993
+38.1%
$174.3M1.5%$240.31
63

Other major holders of VOT: MORGAN STANLEY

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