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EP Wealth Advisors, LLC: VTI position timeline

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

EP Wealth Advisors, LLC held 298,954 VTI 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 298,954 shares
    Change vs previous 13F +33,188 shares

    0.42% of the 13F portfolio, value $110,624,811.

    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 265,766 shares
    Change vs previous 13F +7,194 shares

    0.42% of the 13F portfolio, value $85,260,474.

    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 258,572 shares
    Change vs previous 13F +50,579 shares

    0.45% of the 13F portfolio, value $86,691,383.

    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 207,993 shares
    Change vs previous 13F +12,693 shares

    0.42% of the 13F portfolio, value $63,215,322.

    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 195,300 shares
    Change vs previous 13F +7,205 shares

    0.43% of the 13F portfolio, value $53,676,387.

    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 188,095 shares
    Change vs previous 13F +1,868 shares

    0.44% of the 13F portfolio, value $54,511,744.

    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 186,227 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $52,732,032.

    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).