EP Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1540569
TORRANCE, CA
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$33,120,406
+$5,281,454 QoQ
Shares Held
109,265
+2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#70
of 556 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,120,406 | 109,265 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $27,838,952 | 106,288 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $29,869,577 | 115,796 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $30,995,325 | 130,793 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,032,563 | 117,396 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,703,096 | 94,486 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,482,366 | 98,994 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $21,026,033 | 96,432 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $22,311,526 | 97,605 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $21,468,251 | 100,634 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $18,816,813 | 99,523 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $6,946,631 | 34,927 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $323,389 | 1,706 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $19,516,175 | 106,332 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $19,082,101 | 111,650 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $19,740,698 | 112,093 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $24,673,359 | 116,099 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $26,513,007 | 117,309 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $26,224,218 | 119,926 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $28,487,557 | 126,454 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $27,610,968 | 128,975 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $20,741,985 | 106,544 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $17,919,853 | 116,514 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $65,554,182 | 449,864 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $81,404,016 | 705,163 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||