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
Other major holders of VTI: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 265,766 |
+2.8% |
| $85.3M |
| 0.4% |
| $335.73 |
37 |
| 2025-Q4 | 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 |