EP Wealth Advisors, LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 1540569
TORRANCE, CA
Position in VEA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$64,168,391
+$8,511,707 QoQ
Shares Held
900,609
+3.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#94
of 705 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in VEA Over Time
Shares Held
Position Value (USD)
All Filings in VEA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,168,391 | 900,609 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $55,656,684 | 868,550 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $57,828,291 | 925,697 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $55,097,200 | 966,448 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $43,753,599 | 860,783 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $66,592,506 | 1,392,566 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $36,023,285 | 682,130 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $33,482,840 | 677,516 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $35,200,275 | 701,620 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $34,383,482 | 717,818 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $30,005,123 | 686,302 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $80,214 | 1,737 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $69,742 | 1,544 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $52,031,006 | 1,239,719 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $23,759,151 | 653,442 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $39,067,795 | 957,544 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $28,903,301 | 601,776 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $31,128,371 | 609,643 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $6,124,487 | 121,301 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $5,726,757 | 111,156 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $5,315,961 | 108,246 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,780,484 | 101,260 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $10,414,162 | 254,625 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $12,775,564 | 329,352 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $12,087,750 | 362,560 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||