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EP Wealth Advisors, LLC: VGT position timeline

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

EP Wealth Advisors, LLC held 387,549 VGT 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 387,549 shares
    Change vs previous 13F +340,716 shares

    0.18% of the 13F portfolio, value $46,319,847.

    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 46,833 shares
    Change vs previous 13F +31,985 shares

    0.16% of the 13F portfolio, value $32,676,290.

    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 14,848 shares
    Change vs previous 13F +1,928 shares

    0.06% of the 13F portfolio, value $11,192,479.

    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 12,920 shares
    Change vs previous 13F +1,275 shares

    0.06% of the 13F portfolio, value $8,569,571.

    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 11,645 shares
    Change vs previous 13F +50 shares

    0.05% of the 13F portfolio, value $6,315,974.

    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 11,595 shares
    Change vs previous 13F -3,541 shares

    0.06% of the 13F portfolio, value $7,209,541.

    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 15,136 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,877,420.

    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).