SEC 13F Intelligence

Ep Wealth Advisors, LLC / VUG

Ep Wealth Advisors, LLC’s Vanguard Index Fds Position

Does Ep Wealth Advisors, LLC own Vanguard Index Fds (VUG)? Yes — 3.65M shares worth $1.6B (+7.84% of its 13F portfolio) as of Q1 2026, up from 3.46M shares the prior filed quarter.

Position Value
$1.6B
Q1 2026
Shares
3.65M
% of Portfolio
+7.84%
Quarters Held
26
currently held

Position History VUG

Reported value by quarter
Q4 ’18: $91MQ4 ’18Q2 ’19: $134MQ3 ’19: $142MQ4 ’19: $165MQ1 ’20: $153MQ1 ’20Q2 ’20: $229MQ3 ’20: $292MQ4 ’20: $359MQ1 ’21: $418MQ1 ’21Q2 ’21: $536MQ3 ’21: $583MQ4 ’21: $664MQ1 ’22: $655MQ1 ’22Q2 ’22: $569MQ4 ’22: $590MQ2 ’23: $917MQ3 ’23: $772MQ3 ’23Q4 ’23: $900MQ1 ’24: $1.0BQ2 ’24: $1.1BQ3 ’24: $1.2BQ3 ’24Q4 ’24: $1.3BQ1 ’25: $1.2BQ2 ’25: $1.5BQ4 ’25: $1.7BQ4 ’25Q1 ’26: $1.6Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.65M$1.6B+7.84%
Q4 20253.46M$1.7B+8.78%
Q2 20253.46M$1.5B+9.98%
Q1 20253.34M$1.2B+9.88%
Q4 20243.23M$1.3B+10.81%
Q3 20243.18M$1.2B+10.48%
Q2 20242.98M$1.1B+11.85%
Q1 20242.91M$1.0B+11.71%
Q4 20232.89M$900M+11.47%
Q3 20232.83M$772M+11.97%
Q2 2023289.7K$917M+13.22%
Q4 20222.76M$590M+13.38%
Q2 20222.55M$569M+12.81%
Q1 20222.28M$655M+14.37%
Q4 20212.07M$664M+15.71%
Q3 20212.01M$583M+16.00%
Q2 20211.87M$536M+14.86%
Q1 20211.63M$418M+13.29%
Q4 20201.42M$359M+12.64%
Q3 20201.28M$292M+12.57%
Q2 20201.13M$229M+9.78%
Q1 2020976.4K$153M+7.49%
Q4 2019905.7K$165M+6.79%
Q3 2019852.1K$142M+7.03%
Q2 2019817.9K$134M+8.35%
Q4 2018674.9K$91M+6.99%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ep Wealth Advisors, LLC’s full portfolio or all institutional holders of VUG.