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EP Wealth Advisors, LLC: VIGI position timeline

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

EP Wealth Advisors, LLC held 8,253,048 VIGI 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 8,253,048 shares
    Change vs previous 13F +1,013,456 shares

    2.94% of the 13F portfolio, value $770,669,616.

    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 7,239,592 shares
    Change vs previous 13F +706,440 shares

    3.15% of the 13F portfolio, value $640,414,328.

    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 6,533,152 shares
    Change vs previous 13F +1,711,172 shares

    3.1% of the 13F portfolio, value $597,456,759.

    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 4,821,980 shares
    Change vs previous 13F +523,978 shares

    2.86% of the 13F portfolio, value $434,556,838.

    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 4,298,002 shares
    Change vs previous 13F +540,548 shares

    2.85% of the 13F portfolio, value $356,476,300.

    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 3,757,454 shares
    Change vs previous 13F +655,933 shares

    2.45% of the 13F portfolio, value $300,558,712.

    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 3,101,521 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $273,802,285.

    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).