Position history for EP Wealth Advisors, LLC's holdings in VANGUARD INDEX FDS
EP Wealth Advisors, LLC holds 258,572 shares of VTI (VANGUARD INDEX FDS), worth $86.7M as of 2025-Q4. The position was increased (++24.3% shares). VTI represents 0.5% of EP Wealth Advisors, LLC's portfolio.
Current Value
$86.7M
Current Shares
258,572
Total Value Change
+$41.8M
Total Shares Change
+90,890
Other major holders of VTI: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 258,572 |
+24.3% |
| $86.7M |
| 0.5% |
| $337.85 |
44 |
| 2025-Q2 | Increased | 207,993 | +6.5% | $63.2M | 0.4% | $300.71 | 38 |
| 2025-Q1 | Increased | 195,300 | +3.8% | $53.7M | 0.4% | $271.08 | 36 |
| 2024-Q4 | Increased | 188,095 | +1.0% | $54.5M | 0.4% | $287.31 | 35 |
| 2024-Q3 | Increased | 186,227 | +11.1% | $52.7M | 0.5% | $277.75 | 39 |
| 2024-Q2 | Increased | 167,682 | +5.6% | $44.9M | 0.5% | $262.63 | 37 |