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VTI
Showing 7 of 27 quarters

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

EP Wealth Advisors, LLC holds 265,766 shares of VTI (VANGUARD INDEX FDS), worth $85.3M as of 2026-Q1. The position was increased (+2.8% shares). VTI represents 0.4% of EP Wealth Advisors, LLC's portfolio.

Current Value

$85.3M

Current Shares

265,766

Total Value Change

+$40.4M

Total Shares Change

+98,084

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
265,766
+2.8%
$85.3M0.4%$335.73
37
2025-Q4
Increased
258,572
+24.3%
$86.7M0.5%$337.85
44
2025-Q2
Increased
207,993
+6.5%
$63.2M0.4%$300.71
38
2025-Q1
Increased
195,300
+3.8%
$53.7M0.4%$271.08
36
2024-Q4
Increased
188,095
+1.0%
$54.5M0.4%$287.31
35
2024-Q3
Increased
186,227
+11.1%
$52.7M0.5%$277.75
39
2024-Q2
Increased
167,682
+5.6%
$44.9M0.5%$262.63
37

Other major holders of VTI: Rakuten Investment Management, Inc., VANGUARD GROUP INC

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