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EP Wealth Advisors, LLC: VOO position timeline

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

EP Wealth Advisors, LLC held 505,167 VOO 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 505,167 shares
    Change vs previous 13F +19,254 shares

    1.33% of the 13F portfolio, value $346,953,887.

    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 485,913 shares
    Change vs previous 13F +132,189 shares

    1.43% of the 13F portfolio, value $290,357,381.

    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 353,724 shares
    Change vs previous 13F +45,017 shares

    1.15% of the 13F portfolio, value $221,830,846.

    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 308,707 shares
    Change vs previous 13F +123,964 shares

    1.15% of the 13F portfolio, value $175,355,019.

    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 184,743 shares
    Change vs previous 13F +37,747 shares

    0.76% of the 13F portfolio, value $94,941,300.

    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 146,996 shares
    Change vs previous 13F +51,301 shares

    0.65% of the 13F portfolio, value $79,202,816.

    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 95,695 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $50,495,681.

    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).