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EP Wealth Advisors, LLC: VT position timeline

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

EP Wealth Advisors, LLC held 40,904 VT 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 40,904 shares
    Change vs previous 13F +18,316 shares

    0.02% of the 13F portfolio, value $6,419,953.

    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 22,588 shares
    Change vs previous 13F -7,175 shares

    0.02% of the 13F portfolio, value $3,124,304.

    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 29,763 shares
    Change vs previous 13F +19,062 shares

    0.02% of the 13F portfolio, value $4,198,321.

    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 10,701 shares
    Change vs previous 13F -581 shares

    0.01% of the 13F portfolio, value $1,375,266.

    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 11,282 shares
    Change vs previous 13F +1,345 shares

    0.01% of the 13F portfolio, value $1,308,140.

    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 9,937 shares
    Change vs previous 13F -14,324 shares

    0.01% of the 13F portfolio, value $1,167,357.

    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 24,261 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,904,019.

    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).