Position history for EP Wealth Advisors, LLC's holdings in VANGUARD INDEX FDS
EP Wealth Advisors, LLC holds 3.7M shares of VUG (VANGUARD INDEX FDS), 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
Other major holders of VUG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 3.7M |
+5.4% |
| $1.6B |
| 7.8% |
| $459.35 |
65 |
| 2025-Q4 | Increased | 3.5M | +0.0% | $1.7B | 8.8% | $491.69 | 62 |
| 2025-Q2 | Increased | 3.5M | +3.8% | $1.5B | 10.0% | $434.99 | 64 |
| 2025-Q1 | Increased | 3.3M | +3.4% | $1.2B | 9.9% | $369.23 | 64 |
| 2024-Q4 | Increased | 3.2M | +1.6% | $1.3B | 10.8% | $412.31 | 63 |
| 2024-Q3 | Increased | 3.2M | +6.5% | $1.2B | 10.5% | $380.10 | 66 |
| 2024-Q2 | Increased | 3M | +2.4% | $1.1B | 11.8% | $371.40 | 63 |