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EP Wealth Advisors, LLC: VIG position timeline

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

EP Wealth Advisors, LLC held 157,956 VIG 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 157,956 shares
    Change vs previous 13F +1,405 shares

    0.14% of the 13F portfolio, value $37,375,454.

    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 156,551 shares
    Change vs previous 13F -5,205 shares

    0.17% of the 13F portfolio, value $33,667,842.

    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 161,756 shares
    Change vs previous 13F +1,528 shares

    0.18% of the 13F portfolio, value $35,550,824.

    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 160,228 shares
    Change vs previous 13F +18,688 shares

    0.22% of the 13F portfolio, value $32,793,904.

    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 141,540 shares
    Change vs previous 13F +18,348 shares

    0.22% of the 13F portfolio, value $27,457,306.

    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 123,192 shares
    Change vs previous 13F -9,611 shares

    0.2% of the 13F portfolio, value $24,124,777.

    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 132,803 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $26,302,960.

    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).