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VVVV
26 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in VANGUARD LARGE-CAP ETF

EP Wealth Advisors, LLC holds 17,530 shares of VV (VANGUARD LARGE-CAP ETF), worth $6M as of 2026-Q2. The position was increased (+6.3% shares). VV represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$6M

Current Shares

17,530

Total Value Change

+$5.8M

Total Shares Change

+15,885

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
17,530
+6.3%
$6M0.0%$343.91
29
2026-Q1
Increased
16,490
+3.3%
$4.9M0.0%$312.57
28
2025-Q4
Increased
15,971
+1.5%
$5M0.0%$317.19
27
2025-Q2
Decreased
15,736
-1.3%
$4.5M0.0%$282.20
0
2025-Q1
Increased
15,935
+26.3%
$4.1M0.0%$253.34
33
2024-Q4
Increased
12,619
+3.0%
$3.4M0.0%$267.60
27
2024-Q3
Increased
12,251
+3.8%
$3.2M0.0%$258.23
27
2024-Q2
Decreased
11,798
-5.5%
$2.9M0.0%$245.18
0
2024-Q1
Increased
12,490
+0.1%
$3M0.0%$234.69
26
2023-Q4
Increased
12,476
+1.1%
$2.7M0.0%$212.81
26
2023-Q3
Increased
12,340
+1141.5%
$2.4M0.0%$190.09
42
2023-Q2
Decreased
994
-100.0%
$3.7M0.1%$193.88
0
2023-Q1
Increased
3.2M
+160x
$793M13.6%$177.72
99
2022-Q4
Increased
19,802
+23.5%
$3.4M0.1%$167.32
32
2022-Q3
Increased
16,032
+1.5%
$2.6M0.1%$158.71
27
2022-Q2
Decreased
15,792
-0.1%
$2.7M0.1%$165.57
0
2022-Q1
Decreased
15,814
-2.7%
$3.3M0.1%$200.34
0
2021-Q4
Increased
16,257
+95.1%
$3.6M0.1%$208.86
42
2021-Q3
Decreased
8,333
-1.4%
$1.7M0.0%$191.29
0
2021-Q2
Increased
8,452
+184.6%
$1.7M0.0%$188.48
41
2021-Q1
Increased
2,970
+19.6%
$550,0000.0%$172.57
29
2020-Q4
Increased
2,484
+21.2%
$437,0000.0%$163.24
29
2020-Q3
Increased
2,049
-
$321,0000.0%$144.27
23
2020-Q2
Decreased
0
-100.0%
$307,0000.0%$130.57
0
2020-Q1
Increased
2,340
+42.3%
$277,0000.0%$111.00
31
2019-Q4
New
1,645
-
$243,0000.0%$135.10
32

Other major holders of VV: JONES FINANCIAL COMPANIES LLLP

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