EP Wealth Advisors, LLC

Position in VXF — Vanguard Extended Market ETF

CIK 1540569 TORRANCE, CA

Position in VXF

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

Position Value

$41,733,579

+$7,095,999 QoQ

Shares Held

169,504

+0.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#33

of 286 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 98% Shared 0% None 2%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,733,579	169,504	+0.7%	Shares	Sole	2026-08-12
2026-03-31	$34,637,580	168,307	+239.6%	Shares	Sole	2026-05-14
2025-12-31	$10,363,987	49,560	-3.6%	Shares	Sole	2026-02-18
2025-06-30	$9,908,184	51,415	+1.2%	Shares	Sole	2025-08-14
2025-03-31	$8,752,702	50,811	-0.8%	Shares	Sole	2025-05-15
2024-12-31	$9,732,295	51,228	-3.4%	Shares	Sole	2025-02-14
2024-09-30	$9,647,107	53,009	-7.2%	Shares	Sole	2024-11-15
2024-06-30	$9,642,297	57,126	-2.1%	Shares	Sole	2024-08-19
2024-03-31	$10,223,849	58,332	-2.2%	Shares	Sole	2024-05-14
2023-12-31	$9,809,790	59,663	-3.9%	Shares	Sole	2024-02-28
2023-09-30	$8,902,082	62,109	-65.9%	Shares	Sole	2023-11-24
2023-06-30	$27,104,473	182,117	-4.0%	Shares	Sole	2023-08-14
2023-03-31	$26,587,668	189,641	+174.8%	Shares	Sole	2023-06-05
2022-12-31	$9,169,332	69,015	-5.9%	Shares	Sole	2023-06-12
2022-06-30	$9,610,678	73,308	-20.6%	Shares	Sole	2022-08-11
2022-03-31	$15,299,363	92,354	-4.6%	Shares	Sole	2022-05-20
2021-12-31	$17,696,642	96,777	+381.1%	Shares	Sole	2022-02-17
2021-09-30	$3,668,353	20,116	-17.9%	Shares	Sole	2021-11-23
2021-06-30	$4,620,455	24,500	+1.5%	Shares	Sole	2021-08-24
2021-03-31	$4,268,661	24,129	-5.6%	Shares	Sole	2021-05-17
2020-12-31	$4,208,562	25,556	-11.9%	Shares	Sole	2021-02-18
2020-09-30	$3,764,344	29,019	-34.9%	Shares	Sole	2020-11-17
2020-06-30	$5,278,082	44,601	-5.9%	Shares	Sole	2020-08-14
2020-03-31	$4,291,505	47,399	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.