EP Wealth Advisors »

Vanguard Health Care ETF shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Vanguard Health Care ETF (VHT) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Vanguard Health Care ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Health Care ETF held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Health Care ETF by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.0M 24k 250.69
2023-09-30 $5.6M 24k 235.10
2023-06-30 $6.0M 3.2M 1.89
2023-03-31 $53k 41k 1.31
2022-12-31 $6.2M 25k 248.05
2022-09-30 $4.4M 20k 223.72
2022-06-30 $4.7M 20k 235.49
2022-03-31 $5.0M 20k 254.38
2021-12-31 $5.5M 21k 266.43
2021-09-30 $5.0M 20k 247.19
2021-06-30 $5.0M 20k 247.13
2021-03-31 $4.7M 20k 228.77