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

EP Wealth Advisors, LLC holds 23.3M shares of VUG (VANGUARD GROWTH ETF), worth $2B as of 2026-Q2. The position was increased (+539.0% shares). VUG represents 7.7% of EP Wealth Advisors, LLC's portfolio.

Current Value

$2B

Current Shares

23.3M

Total Value Change

+$790M

Total Shares Change

+20.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
23.3M
+539.0%
$2B7.7%$86.14
100
2026-Q1
Increased
3.7M
+5.4%
$1.6B7.8%$72.72
65
2025-Q4
Increased
3.5M
+0.0%
$1.7B8.8%$81.13
62
2025-Q2
Increased
3.5M
+3.8%
$1.5B10.0%$72.75
64
2025-Q1
Increased
3.3M
+3.4%
$1.2B9.9%$61.47
64
2024-Q4
Increased
3.2M
+1.6%
$1.3B10.8%$67.95
63
2024-Q3
Increased
3.2M
+6.5%
$1.2B10.5%$63.48
66

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

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