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
Other major holders of VTV: Kestra Advisory Services, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 8.4M |
+6.3% |
| $1.7B |
| 8.1% |
| $204.27 |
66 |
| 2025-Q4 | Increased | 7.9M | +254.2% | $1.5B | 7.9% | $192.37 | 100 |
| 2025-Q2 | Decreased | 2.2M | -6.2% | $395M | 2.6% | $173.92 | 0 |
| 2025-Q1 | Decreased | 2.4M | -3.9% | $411.7M | 3.3% | $168.17 | 0 |
| 2024-Q4 | Decreased | 2.5M | -9.5% | $420M | 3.4% | $165.34 | 0 |
| 2024-Q3 | Increased | 2.7M | +5.8% | $478.5M | 4.1% | $169.26 | 61 |
| 2024-Q2 | Increased | 2.6M | +1.5% | $415.6M | 4.4% | $155.27 | 58 |