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VTVVTV
Showing 7 of 30 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in VANGUARD VALUE ETF

EP Wealth Advisors, LLC holds 9M shares of VTV (VANGUARD VALUE ETF), worth $2B as of 2026-Q2. The position was increased (+6.7% shares). VTV represents 7.5% of EP Wealth Advisors, LLC's portfolio.

Current Value

$2B

Current Shares

9M

Total Value Change

+$1.5B

Total Shares Change

+6.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
9M
+6.7%
$2B7.5%$217.93
66
2026-Q1
Increased
8.4M
+6.3%
$1.7B8.1%$195.24
66
2025-Q4
Increased
7.9M
+254.2%
$1.5B7.9%$189.01
100
2025-Q2
Decreased
2.2M
-6.2%
$395M2.6%$173.12
0
2025-Q1
Decreased
2.4M
-3.9%
$411.7M3.3%$168.28
0
2024-Q4
Decreased
2.5M
-9.5%
$420M3.4%$163.97
0
2024-Q3
Increased
2.7M
+5.8%
$478.5M4.1%$168.10
61

Other major holders of VTV: BANK OF AMERICA CORP /DE/, Steward Partners Investment Advisory, LLC

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