EP Wealth Advisors, LLC
Position in VAC — MARRIOTT VACATIONS WORLDWIDE Corp
CIK 1540569
TORRANCE, CA
Position in VAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$239,112
New position
Shares Held
2,347
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#200
of 369 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 98%
Shared 0%
None 2%
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,982,513 across 4 Resorts & Casinos names. VAC ranks #4 (12.1% of the industry book) .
All Filings in VAC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,112 | 2,347 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||