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VPUVPU
Showing 7 of 17 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in VANGUARD WORLD FD

Yes. EP Wealth Advisors holds 4,301 shares of VPU, worth $841,906, as of its Q2 2026 13F filing. It increased the position by 237 shares (+5.8%) from Q1 2026. EP Wealth Advisors has held VPU since Q4 2022, across 14 quarterly 13F filings.

Current Value

$841,906

Current Shares

4,301

Total Value Change

-$361,064

Total Shares Change

-2,611

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4,301
+5.8%
$841,9060.0%$195.73
26
2026-Q1
Decreased
4,064
-3.6%
$805,1880.0%$196.83
0
2025-Q4
Decreased
4,217
-2.3%
$780,3730.0%$182.61
0
2025-Q2
Increased
4,315
+3.2%
$761,6130.0%$171.79
25
2025-Q1
Decreased
4,180
-10.7%
$713,9240.0%$165.08
0
2024-Q4
Decreased
4,682
-32.3%
$765,0730.0%$156.80
0
2024-Q3
Increased
6,912
+1.0%
$1.2M0.0%$165.71
25

Other major holders of VPU: EXCHANGE TRADED CONCEPTS, LLC, MORGAN STANLEY

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