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EP Wealth Advisors, LLC: VXF position timeline

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

EP Wealth Advisors, LLC held 169,504 VXF 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 169,504 shares
    Change vs previous 13F +1,197 shares

    0.16% of the 13F portfolio, value $41,733,647.

    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 168,307 shares
    Change vs previous 13F +118,747 shares

    0.17% of the 13F portfolio, value $34,637,653.

    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 49,560 shares
    Change vs previous 13F -1,855 shares

    0.05% of the 13F portfolio, value $10,364,062.

    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 51,415 shares
    Change vs previous 13F +604 shares

    0.07% of the 13F portfolio, value $9,908,279.

    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 50,811 shares
    Change vs previous 13F -417 shares

    0.07% of the 13F portfolio, value $8,752,631.

    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 51,228 shares
    Change vs previous 13F -1,781 shares

    0.08% of the 13F portfolio, value $9,732,307.

    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 53,009 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $9,647,080.

    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).