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EP Wealth Advisors, LLC: VTEB position timeline

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

EP Wealth Advisors, LLC held 1,826,588 VTEB 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 1,826,588 shares
    Change vs previous 13F +526,744 shares

    0.35% of the 13F portfolio, value $92,388,810.

    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 1,299,844 shares
    Change vs previous 13F +399,838 shares

    0.32% of the 13F portfolio, value $64,849,195.

    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 900,006 shares
    Change vs previous 13F +109,832 shares

    0.24% of the 13F portfolio, value $45,261,314.

    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 790,174 shares
    Change vs previous 13F +11,301 shares

    0.25% of the 13F portfolio, value $38,742,240.

    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 778,873 shares
    Change vs previous 13F -27,501 shares

    0.31% of the 13F portfolio, value $38,647,673.

    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 806,374 shares
    Change vs previous 13F +34,290 shares

    0.33% of the 13F portfolio, value $40,423,513.

    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 772,084 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $39,468,931.

    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).