EP Wealth Advisors, LLC

Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF

CIK 1540569 TORRANCE, CA

Position in IVOG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$553,599

+$446,221 QoQ

Shares Held

3,784

+298.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#42

of 72 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 94% Shared 0% None 6%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$553,599	3,784	+298.3%	Shares	Sole	2026-08-12
2025-06-30	$107,378	950	0.0%	Shares	Sole	2025-08-14
2024-12-31	$107,055	950	0.0%	Shares	Sole	2025-02-14
2024-09-30	$108,898	950	0.0%	Shares	Sole	2024-11-15
2024-06-30	$104,063	950	-53.7%	Shares	Sole	2024-08-19
2024-03-31	$232,572	2,050	+0.5%	Shares	Sole	2024-05-14
2023-12-31	$200,389	2,040	-18.1%	Shares	Sole	2024-02-28
2023-09-30	$224,847	2,490	-34.4%	Shares	Sole	2023-11-24
2023-06-30	$354,645	3,793	-89.7%	Shares	Sole	2023-08-14
2023-03-31	$3,260,795	36,700	+1413.4%	Shares	Sole	2023-06-05
2022-12-31	$410,601	2,425	+14.1%	Shares	Sole	2023-06-12
2022-06-30	$335,898	2,125	0.0%	Shares	Sole	2022-08-11
2022-03-31	$408,765	2,125	0.0%	Shares	Sole	2022-05-20
2021-12-31	$449,352	2,125	0.0%	Shares	Sole	2022-02-17
2021-09-30	$418,476	2,125	0.0%	Shares	Sole	2021-11-23
2021-06-30	$426,551	2,125	0.0%	Shares	Sole	2021-08-24
2021-03-31	$413,142	2,125	0.0%	Shares	Sole	2021-05-17
2020-12-31	$379,971	2,125	0.0%	Shares	Sole	2021-02-18
2020-09-30	$316,837	2,125	—	Shares	Sole	2020-11-17
2020-06-30	$296,000	0	-100.0%	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.