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VUG
Showing 7 of 27 quarters

Position history for EP Wealth Advisors, LLC's holdings in Vanguard Index Funds GROWTH ETF

EP Wealth Advisors, LLC holds 3.7M shares of VUG (Vanguard Index Funds GROWTH ETF), worth $1.6B as of 2026-Q1. The position was increased (+5.4% shares). VUG represents 7.8% of EP Wealth Advisors, LLC's portfolio.

Current Value

$1.6B

Current Shares

3.7M

Total Value Change

+$479.5M

Total Shares Change

+669,041

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.7M
+5.4%
$1.6B7.8%$459.35
65
2025-Q4
Increased
3.5M
+0.0%
$1.7B8.8%$491.69
62
2025-Q2
Increased
3.5M
+3.8%
$1.5B10.0%$434.99
64
2025-Q1
Increased
3.3M
+3.4%
$1.2B9.9%$369.23
64
2024-Q4
Increased
3.2M
+1.6%
$1.3B10.8%$412.31
63
2024-Q3
Increased
3.2M
+6.5%
$1.2B10.5%$380.10
66
2024-Q2
Increased
3M
+2.4%
$1.1B11.8%$371.40
63

Other major holders of VUG: BANK OF AMERICA CORP /DE/, JONES FINANCIAL COMPANIES LLLP

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