News + Filings Holdings
|
EP Wealth Advisors, LLC
> VOT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | VANGUARD INDEX FUNDS | VOT | 112,185 | -183,295 | 76,764,812,000 | 23,649,328,000 | $684,269.84 |
| 12/31/2022 | VANGUARD INDEX FUNDS | VOT | 295,480 | 77,769 | 53,115,484,000 | 53,078,356,000 | $179,760.00 |
| 09/30/2022 | VANGUARD INDEX FUNDS | VOT | 217,711 | 49,170 | 37,128,000 | 7,569,000 | $170.54 |
| 06/30/2022 | VANGUARD INDEX FUNDS | VOT | 168,541 | 49,652 | 29,559,000 | 3,069,000 | $175.38 |
| 03/31/2022 | VANGUARD INDEX FUNDS | VOT | 118,889 | 19,902 | 26,490,000 | 1,286,000 | $222.81 |
| 12/31/2021 | VANGUARD INDEX FUNDS | VOT | 98,987 | 97,586 | 25,204,000 | 5,805,000 | $254.62 |
| 09/30/2021 | VANGUARD INDEX FUNDS | VOT | 1,401 | -17,443 | 19,399,000 | 15,403,000 | $13,846.54 |
| 12/31/2020 | VANGUARD INDEX FUNDS | VOT | 18,844 | -17,052 | 3,996,000 | -2,470,000 | $212.06 |
| 09/30/2020 | VANGUARD INDEX FUNDS | VOT | 35,896 | -23,932 | 6,466,000 | -3,410,000 | $180.13 |
| 06/30/2020 | VANGUARD INDEX FUNDS | VOT | 59,828 | -5,355 | 9,876,000 | 1,618,000 | $165.07 |
| 03/31/2020 | VANGUARD INDEX FUNDS | VOT | 65,183 | 1,644 | 8,258,000 | -1,831,000 | $126.69 |
| 12/31/2019 | VANGUARD INDEX FUNDS | VOT | 63,539 | 47,329 | 10,089,000 | 7,688,000 | $158.78 |
| 09/30/2019 | VANGUARD INDEX FUNDS | VOT | 16,210 | -111 | 2,401,000 | -36,000 | $148.12 |
| 06/30/2019 | VANGUARD INDEX FUNDS | VOT | 16,321 | -4,838 | 2,437,000 | -584,000 | $149.32 |
| 03/31/2019 | VANGUARD INDEX FUNDS | VOT | 21,159 | -379 | 3,021,000 | 443,000 | $142.78 |
| 12/31/2018 | VANGUARD INDEX FUNDS | VOT | 21,538 | 14,183 | 2,578,000 | 1,530,000 | $119.70 |
| 09/30/2018 | VANGUARD INDEX FUNDS | VOT | 7,355 | 799 | 1,048,000 | 167,000 | $142.49 |
| 06/30/2018 | VANGUARD INDEX FUNDS | VOT | 6,556 | 27 | 881,000 | 35,000 | $134.38 |
| 03/31/2018 | VANGUARD INDEX FUNDS | VOT | 6,529 | 6,529 | 846,000 | 846,000 | $129.58 |
| << Prev Next >> |
|