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EP Wealth Advisors, LLC: VWO position timeline

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

EP Wealth Advisors, LLC held 6,231,229 VWO 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 6,231,229 shares
    Change vs previous 13F -1,441,257 shares

    1.42% of the 13F portfolio, value $371,942,031.

    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 7,672,486 shares
    Change vs previous 13F +486,318 shares

    2.04% of the 13F portfolio, value $414,697,855.

    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 7,186,168 shares
    Change vs previous 13F +1,247,501 shares

    2.01% of the 13F portfolio, value $386,328,381.

    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 5,938,667 shares
    Change vs previous 13F +525,971 shares

    1.93% of the 13F portfolio, value $293,726,474.

    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 5,412,696 shares
    Change vs previous 13F +649,981 shares

    1.96% of the 13F portfolio, value $244,978,628.

    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 4,762,715 shares
    Change vs previous 13F +711,909 shares

    1.71% of the 13F portfolio, value $209,749,967.

    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 4,050,806 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $193,831,086.

    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).