EP Wealth Advisors, LLC
Position in IVOG — VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND
CIK 1540569
TORRANCE, CA
All Filings in IVOG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,599 | 3,784 | Shares | Sole | 2026-08-12 | |
| 2025-06-30 | $107,378 | 950 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $107,055 | 950 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $108,898 | 950 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $104,063 | 950 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $232,572 | 2,050 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $200,389 | 2,040 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $224,847 | 2,490 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $354,645 | 3,793 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,260,795 | 36,700 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $410,601 | 2,425 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $335,898 | 2,125 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $408,765 | 2,125 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $449,352 | 2,125 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $418,476 | 2,125 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $426,551 | 2,125 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $413,142 | 2,125 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $379,971 | 2,125 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $316,837 | 2,125 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $296,000 | 0 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $234,515 | 2,125 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||