EP Wealth Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1540569
TORRANCE, CA
Position in VIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$37,375,548
+$3,707,690 QoQ
Shares Held
157,956
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#60
of 591 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,375,548 | 157,956 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $33,667,858 | 156,551 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $35,550,733 | 161,756 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $32,793,864 | 160,228 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $27,457,344 | 141,540 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,124,689 | 123,192 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $26,302,962 | 132,803 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $24,005,872 | 131,503 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $23,262,687 | 127,390 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $19,178,008 | 112,547 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $17,043,787 | 109,691 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $3,183,140 | 19,597 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,875,353 | 25,163 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $18,281,221 | 120,390 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $18,127,118 | 134,116 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $19,006,331 | 132,476 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $21,223,500 | 130,880 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $22,655,542 | 131,910 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $21,006,643 | 136,762 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $29,511,642 | 190,656 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $28,268,628 | 192,199 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,968,619 | 35,196 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $4,488,432 | 34,886 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $3,872,447 | 33,047 | 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. | ||||||