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EP Wealth Advisors, LLC: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on VCIT, newest first. How the timeline and the estimate are built.

EP Wealth Advisors, LLC held 165,116 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,116 shares
    Change vs previous 13F +2,536 shares

    0.05% of the 13F portfolio, value $13,646,797.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 162,580 shares
    Change vs previous 13F +109,370 shares

    0.07% of the 13F portfolio, value $13,453,515.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 53,210 shares
    Change vs previous 13F +34,484 shares

    0.02% of the 13F portfolio, value $4,456,312.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 18,726 shares
    Change vs previous 13F +4,512 shares

    0.01% of the 13F portfolio, value $1,552,800.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 14,214 shares
    Change vs previous 13F -6,178 shares

    0.01% of the 13F portfolio, value $1,162,125.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 20,392 shares
    Change vs previous 13F +785 shares

    0.01% of the 13F portfolio, value $1,636,838.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 19,607 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,642,076.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).