How many shares of VTEB does EP Wealth Advisors, LLC own?

As of 2026-Q2, EP Wealth Advisors, LLC holds 1.8M shares of VTEB (VANGUARD TAX-EXEMPT BOND ETF).

What is EP Wealth Advisors, LLC's VTEB position worth?

As of 2026-Q2, EP Wealth Advisors, LLC's VTEB position is worth $92.4M.

In 2026-Q2, EP Wealth Advisors, LLC increased their VTEB position (+40.5% change in shares).

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in VTEB in 2019-Q3. They have held the position across 27 quarters.

Position history for EP Wealth Advisors, LLC's holdings in VANGUARD TAX-EXEMPT BOND ETF

Current Value

$92.4M

Current Shares

1.8M

Total Value Change

+$92.1M

Total Shares Change

+1.8M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.8M	+40.5%	$92.4M	0.4%	$50.29	47
2026-Q1	Increased	1.3M	+44.4%	$64.8M	0.3%	$49.19	48
2025-Q4	Increased	900,006	+13.9%	$45.3M	0.2%	$49.30	40
2025-Q2	Increased	790,174	+1.4%	$38.7M	0.3%	$47.13	35
2025-Q1	Decreased	778,873	-3.4%	$38.6M	0.3%	$47.30	0
2024-Q4	Increased	806,374	+4.4%	$40.4M	0.3%	$47.53	36
2024-Q3	Increased	772,084	+6.4%	$39.5M	0.3%	$47.97	37
2024-Q2	Increased	725,620	+4.4%	$36.4M	0.4%	$46.65	36
2024-Q1	Increased	695,292	+0.3%	$35.2M	0.4%	$46.74	35
2023-Q4	Increased	693,460	+40.8%	$35.4M	0.5%	$46.92	46
2023-Q3	Increased	492,552	+2085.0%	$23.7M	0.4%	$43.76	55
2023-Q2	Increased	22,542	+141.7%	$22.5M	0.3%	$45.37	55
2023-Q1	Decreased	9,327	-97.9%	$858,908	0.0%	$45.45	0
2022-Q4	Increased	437,800	+3.4%	$21.7M	0.4%	$44.20	35
2022-Q3	Increased	423,409	+32.5%	$20.4M	0.5%	$42.64	43
2022-Q2	Increased	319,502	+568.7%	$16M	0.4%	$43.98	54
2022-Q1	Increased	47,778	+88.5%	$2.5M	0.1%	$45.23	41
2021-Q4	Increased	25,352	+13.0%	$1.4M	0.0%	$48.04	29
2021-Q3	Increased	22,443	+9.6%	$1.2M	0.0%	$47.67	28
2021-Q2	Increased	20,476	+117.7%	$1.1M	0.0%	$47.94	41
2021-Q1	Increased	9,407	+28.2%	$514,000	0.0%	$47.17	30
2020-Q4	Increased	7,337	+0.6%	$405,000	0.0%	$47.50	24
2020-Q3	Increased	7,290	-	$397,000	0.0%	$46.56	24
2020-Q2	Decreased	0	-100.0%	$395,000	0.0%	$46.07	0
2020-Q1	Increased	7,290	+28.3%	$386,000	0.0%	$44.77	30
2019-Q4	Increased	5,684	+0.7%	$304,000	0.0%	$45.15	24
2019-Q3	New	5,642	-	$303,000	0.0%	$44.88	32