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EP Wealth Advisors, LLC: VEA position timeline

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

EP Wealth Advisors, LLC held 900,609 VEA 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 900,609 shares
    Change vs previous 13F +32,059 shares

    0.25% of the 13F portfolio, value $64,168,412.

    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 868,550 shares
    Change vs previous 13F -57,147 shares

    0.27% of the 13F portfolio, value $55,656,715.

    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 925,697 shares
    Change vs previous 13F -40,751 shares

    0.3% of the 13F portfolio, value $57,828,273.

    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 966,448 shares
    Change vs previous 13F +105,665 shares

    0.36% of the 13F portfolio, value $55,097,177.

    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 860,783 shares
    Change vs previous 13F -531,783 shares

    0.35% of the 13F portfolio, value $43,753,580.

    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 1,392,566 shares
    Change vs previous 13F +710,436 shares

    0.54% of the 13F portfolio, value $66,592,518.

    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 682,130 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $36,023,297.

    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).