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EP Wealth Advisors, LLC: VXUS position timeline

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

EP Wealth Advisors, LLC held 240,547 VXUS 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 240,547 shares
    Change vs previous 13F +12,623 shares

    0.08% of the 13F portfolio, value $20,564,348.

    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 227,924 shares
    Change vs previous 13F +61,629 shares

    0.09% of the 13F portfolio, value $17,575,252.

    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 166,295 shares
    Change vs previous 13F +46,221 shares

    0.07% of the 13F portfolio, value $12,545,329.

    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 120,074 shares
    Change vs previous 13F +19,140 shares

    0.05% of the 13F portfolio, value $8,295,932.

    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 100,934 shares
    Change vs previous 13F +22,352 shares

    0.05% of the 13F portfolio, value $6,268,022.

    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 78,582 shares
    Change vs previous 13F +37,880 shares

    0.04% of the 13F portfolio, value $4,630,851.

    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 40,702 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,635,036.

    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).