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EP Wealth Advisors, LLC: VYM position timeline

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

EP Wealth Advisors, LLC held 161,531 VYM 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 161,531 shares
    Change vs previous 13F +53,235 shares

    0.1% of the 13F portfolio, value $25,526,821.

    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 108,296 shares
    Change vs previous 13F -9,275 shares

    0.08% of the 13F portfolio, value $16,038,658.

    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 117,571 shares
    Change vs previous 13F +17,970 shares

    0.09% of the 13F portfolio, value $16,873,750.

    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 99,601 shares
    Change vs previous 13F +15,343 shares

    0.09% of the 13F portfolio, value $13,277,749.

    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 84,258 shares
    Change vs previous 13F +16,628 shares

    0.09% of the 13F portfolio, value $10,865,876.

    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 67,630 shares
    Change vs previous 13F +2,073 shares

    0.07% of the 13F portfolio, value $8,628,940.

    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 65,557 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $8,404,422.

    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).