Vanguard Small-Cap ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $22M | 101k | 213.33 |
| 2023-09-30 | $19M | 100k | 189.07 |
| 2023-06-30 | $20M | 35k | 569.18 |
| 2023-03-31 | $303k | 1.7k | 177.78 |
| 2022-12-31 | $20M | 106k | 183.54 |
| 2022-09-30 | $19M | 112k | 170.91 |
| 2022-06-30 | $20M | 112k | 176.11 |
| 2022-03-31 | $25M | 116k | 212.52 |
| 2021-12-31 | $27M | 117k | 226.01 |
| 2021-09-30 | $0 | 0 | 0.00 |
| 2021-06-30 | $29M | 127k | 225.28 |
| 2021-03-31 | $28M | 129k | 214.08 |
| 2020-12-31 | $21M | 107k | 194.68 |
| 2020-09-30 | $18M | 117k | 153.80 |
| 2020-06-30 | $66M | 450k | 145.72 |
| 2020-03-31 | $81M | 705k | 115.44 |
| 2019-12-31 | $108M | 649k | 165.64 |
| 2019-09-30 | $96M | 623k | 153.89 |
| 2019-06-30 | $87M | 553k | 156.66 |
| 2019-03-31 | $78M | 508k | 152.80 |
| 2018-12-31 | $65M | 492k | 131.99 |
| 2018-09-30 | $80M | 495k | 162.58 |
| 2018-06-30 | $76M | 491k | 155.67 |
| 2018-03-31 | $68M | 466k | 146.92 |
| 2017-12-31 | $65M | 436k | 147.80 |
| 2017-09-30 | $58M | 411k | 141.32 |
| 2017-06-30 | $51M | 379k | 135.54 |
| 2017-03-31 | $45M | 335k | 133.28 |