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EP Wealth Advisors, LLC: VUG position timeline

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

EP Wealth Advisors, LLC held 23,330,170 VUG 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 23,330,170 shares
    Change vs previous 13F +19,678,907 shares

    7.68% of the 13F portfolio, value $2,009,660,861.

    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 3,651,263 shares
    Change vs previous 13F +187,033 shares

    7.84% of the 13F portfolio, value $1,594,835,376.

    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 3,464,230 shares
    Change vs previous 13F +1,117 shares

    8.78% of the 13F portfolio, value $1,690,059,397.

    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 3,463,113 shares
    Change vs previous 13F +126,649 shares

    9.98% of the 13F portfolio, value $1,518,228,714.

    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 3,336,464 shares
    Change vs previous 13F +109,654 shares

    9.88% of the 13F portfolio, value $1,237,227,611.

    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 3,226,810 shares
    Change vs previous 13F +50,082 shares

    10.81% of the 13F portfolio, value $1,324,412,099.

    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 3,176,728 shares
    Change vs previous 13F not available

    10.48% of the 13F portfolio, value $1,219,641,194.

    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).