Position history for EP Wealth Advisors, LLC's holdings in VANGUARD INDEX FDS
EP Wealth Advisors, LLC holds 16,490 shares of VV (VANGUARD INDEX FDS), worth $4.9M as of 2026-Q1. The position was increased (+3.3% shares). VV represents 0.0% of EP Wealth Advisors, LLC's portfolio.
Current Value
$4.9M
Current Shares
16,490
Total Value Change
+$2M
Total Shares Change
+4,692
Other major holders of VV: JONES FINANCIAL COMPANIES LLLP
Increased |
| 16,490 |
+3.3% |
| $4.9M |
| 0.0% |
| $312.57 |
28 |
| 2025-Q4 | Increased | 15,971 | +1.5% | $5M | 0.0% | $317.19 | 27 |
| 2025-Q2 | Decreased | 15,736 | -1.3% | $4.5M | 0.0% | $282.20 | 0 |
| 2025-Q1 | Increased | 15,935 | +26.3% | $4.1M | 0.0% | $253.34 | 33 |
| 2024-Q4 | Increased | 12,619 | +3.0% | $3.4M | 0.0% | $267.60 | 27 |
| 2024-Q3 | Increased | 12,251 | +3.8% | $3.2M | 0.0% | $258.23 | 27 |
| 2024-Q2 | Decreased | 11,798 | -5.5% | $2.9M | 0.0% | $245.18 | 0 |