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VTIVTI
Showing 7 of 30 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in VANGUARD TOTAL STOCK MARKET VIPERS

EP Wealth Advisors, LLC holds 298,954 shares of VTI (VANGUARD TOTAL STOCK MARKET VIPERS), worth $110.6M as of 2026-Q2. The position was increased (+12.5% shares). VTI represents 0.4% of EP Wealth Advisors, LLC's portfolio.

Current Value

$110.6M

Current Shares

298,954

Total Value Change

+$57.9M

Total Shares Change

+112,727

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
298,954
+12.5%
$110.6M0.4%$370.04
40
2026-Q1
Increased
265,766
+2.8%
$85.3M0.4%$319.89
37
2025-Q4
Increased
258,572
+24.3%
$86.7M0.5%$333.26
44
2025-Q2
Increased
207,993
+6.5%
$63.2M0.4%$300.42
38
2025-Q1
Increased
195,300
+3.8%
$53.7M0.4%$270.85
36
2024-Q4
Increased
188,095
+1.0%
$54.5M0.4%$284.60
35
2024-Q3
Increased
186,227
+11.1%
$52.7M0.5%$277.18
39

Other major holders of VTI: Rakuten Investment Management, Inc., Steward Partners Investment Advisory, LLC, VANGUARD GROUP INC

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