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VOT
Showing 7 of 29 quarters

Position history for EP Wealth Advisors, LLC's holdings in Vanguard Index Funds MCAP GR IDXVIP

EP Wealth Advisors, LLC holds 1.6M shares of VOT (Vanguard Index Funds MCAP GR IDXVIP), worth $399.2M as of 2026-Q1. The position was increased (+10.4% shares). VOT represents 2.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$399.2M

Current Shares

1.6M

Total Value Change

+$280.2M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.6M
+10.4%
$399.2M2.0%$274.95
54
2025-Q4
Increased
1.4M
+14.3%
$392.3M2.0%$282.13
61
2025-Q2
Increased
1.2M
+15.8%
$349.7M2.3%$281.02
61
2025-Q1
Increased
1.1M
+13.4%
$259.8M2.1%$242.97
60
2024-Q4
Increased
936,468
+30.8%
$237.6M1.9%$253.44
61
2024-Q3
Increased
715,993
+38.1%
$174.3M1.5%$240.83
63
2024-Q2
Increased
518,452
+12.5%
$119M1.3%$227.25
53

Other major holders of VOT: MORGAN STANLEY, ROYAL BANK OF CANADA

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