EP Wealth Advisors, LLC

Position in VIG — VANGUARD DIVIDEND APPRECIATION INDEX FUND

CIK 1540569 TORRANCE, CA

All Filings in VIG

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,375,548	157,956	+0.9%	Shares	Sole	2026-08-12
2026-03-31	$33,667,858	156,551	-3.2%	Shares	Sole	2026-05-14
2025-12-31	$35,550,733	161,756	+1.0%	Shares	Sole	2026-02-18
2025-06-30	$32,793,864	160,228	+13.2%	Shares	Sole	2025-08-14
2025-03-31	$27,457,344	141,540	+14.9%	Shares	Sole	2025-05-15
2024-12-31	$24,124,689	123,192	-7.2%	Shares	Sole	2025-02-14
2024-09-30	$26,302,962	132,803	+1.0%	Shares	Sole	2024-11-15
2024-06-30	$24,005,872	131,503	+3.2%	Shares	Sole	2024-08-19
2024-03-31	$23,262,687	127,390	+13.2%	Shares	Sole	2024-05-14
2023-12-31	$19,178,008	112,547	+2.6%	Shares	Sole	2024-02-28
2023-09-30	$17,043,787	109,691	+459.7%	Shares	Sole	2023-11-24
2023-06-30	$3,183,140	19,597	-22.1%	Shares	Sole	2023-08-14
2023-03-31	$3,875,353	25,163	-79.1%	Shares	Sole	2023-06-05
2022-12-31	$18,281,221	120,390	-10.2%	Shares	Sole	2023-06-12
2022-09-30	$18,127,118	134,116	+1.2%	Shares	Sole	2022-12-02
2022-06-30	$19,006,331	132,476	+1.2%	Shares	Sole	2022-08-11
2022-03-31	$21,223,500	130,880	-0.8%	Shares	Sole	2022-05-20
2021-12-31	$22,655,542	131,910	-3.5%	Shares	Sole	2022-02-17
2021-09-30	$21,006,643	136,762	-28.3%	Shares	Sole	2021-11-23
2021-06-30	$29,511,642	190,656	-0.8%	Shares	Sole	2021-08-24
2021-03-31	$28,268,628	192,199	+446.1%	Shares	Sole	2021-05-17
2020-12-31	$4,968,619	35,196	+0.9%	Shares	Sole	2021-02-18
2020-09-30	$4,488,432	34,886	+5.6%	Shares	Sole	2020-11-17
2020-06-30	$3,872,447	33,047	-6.8%	Shares	Sole	2020-08-14
2020-03-31	$3,666,726	35,465	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.