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EP Wealth Advisors, LLC: VCSH position timeline

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

EP Wealth Advisors, LLC held 647,467 VCSH 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 647,467 shares
    Change vs previous 13F +61,694 shares

    0.2% of the 13F portfolio, value $51,169,323.

    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 585,773 shares
    Change vs previous 13F -264,252 shares

    0.23% of the 13F portfolio, value $46,434,229.

    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 850,025 shares
    Change vs previous 13F +816,884 shares

    0.35% of the 13F portfolio, value $67,772,498.

    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 33,141 shares
    Change vs previous 13F +5,993 shares

    0.02% of the 13F portfolio, value $2,634,690.

    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 27,148 shares
    Change vs previous 13F -8,106 shares

    0.02% of the 13F portfolio, value $2,143,063.

    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 35,254 shares
    Change vs previous 13F -152 shares

    0.02% of the 13F portfolio, value $2,750,171.

    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 35,406 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,811,959.

    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).