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VTV
Showing 7 of 27 quarters

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

EP Wealth Advisors, LLC holds 8.4M shares of VTV (VANGUARD INDEX FDS), worth $1.7B as of 2026-Q1. The position was increased (+6.3% shares). VTV represents 8.1% of EP Wealth Advisors, LLC's portfolio.

Current Value

$1.7B

Current Shares

8.4M

Total Value Change

+$1.2B

Total Shares Change

+5.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
8.4M
+6.3%
$1.7B8.1%$204.27
66
2025-Q4
Increased
7.9M
+254.2%
$1.5B7.9%$192.37
100
2025-Q2
Decreased
2.2M
-6.2%
$395M2.6%$173.92
0
2025-Q1
Decreased
2.4M
-3.9%
$411.7M3.3%$168.17
0
2024-Q4
Decreased
2.5M
-9.5%
$420M3.4%$165.34
0
2024-Q3
Increased
2.7M
+5.8%
$478.5M4.1%$169.26
61
2024-Q2
Increased
2.6M
+1.5%
$415.6M4.4%$155.27
58

Other major holders of VTV: BANK OF AMERICA CORP /DE/

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