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EP Wealth Advisors, LLC: VHT position timeline

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

EP Wealth Advisors, LLC held 24,943 VHT 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 24,943 shares
    Change vs previous 13F -486 shares

    0.03% of the 13F portfolio, value $7,458,218.

    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 25,429 shares
    Change vs previous 13F -986 shares

    0.03% of the 13F portfolio, value $6,925,023.

    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 26,415 shares
    Change vs previous 13F +4,069 shares

    0.04% of the 13F portfolio, value $7,603,595.

    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 22,346 shares
    Change vs previous 13F -583 shares

    0.04% of the 13F portfolio, value $5,549,433.

    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 22,929 shares
    Change vs previous 13F -668 shares

    0.05% of the 13F portfolio, value $6,070,053.

    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 23,597 shares
    Change vs previous 13F -2,153 shares

    0.05% of the 13F portfolio, value $5,986,302.

    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 25,750 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,266,874.

    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).