Ep Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 117,396 shares of VB stock, worth $26.8 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
117,396
Previous 94,486 24.25%
Holding current value
$26.8 Million
Previous $22.7 Million 14.66%
% of portfolio
0.22%
Previous 0.19%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$217.89 - $252.64 $4.99 Million - $5.79 Million
22,910 Added 24.25%
117,396 $26 Million
Q4 2024

Feb 13, 2025
SELL
$233.76 - $261.58 $1.05 Million - $1.18 Million
-4,508 Reduced 4.55%
94,486 $22.7 Million
Q3 2024

Nov 14, 2024
BUY
$214.77 - $237.72 $550,240 - $609,038
2,562 Added 2.66%
98,994 $23.5 Million
Q2 2024

Aug 19, 2024
SELL
$210.76 - $226.94 $247,221 - $266,200
-1,173 Reduced 1.2%
96,432 $21 Million
Q1 2024

May 14, 2024
SELL
$204.0 - $228.59 $617,916 - $692,399
-3,029 Reduced 3.01%
97,605 $22.3 Million
Q4 2023

Feb 28, 2024
BUY
$175.26 - $215.9 $194,713 - $239,864
1,111 Added 1.12%
100,634 $21.5 Million
Q3 2023

Nov 22, 2023
BUY
$186.24 - $208.75 $12 Million - $13.5 Million
64,596 Added 184.95%
99,523 $18.8 Million
Q2 2023

Aug 14, 2023
BUY
$181.26 - $198.89 $6.02 Million - $6.61 Million
33,221 Added 1947.3%
34,927 $6.95 Million
Q1 2023

Jun 05, 2023
SELL
$179.51 - $208.76 $19.7 Million - $23 Million
-109,944 Reduced 98.47%
1,706 $323,000
Q4 2022

Jun 12, 2023
BUY
$172.82 - $196.57 $18.1 Million - $20.6 Million
104,626 Added 6132.83%
106,332 $19.5 Million
Q3 2022

Dec 02, 2022
SELL
$170.45 - $206.62 $75,509 - $91,532
-443 Reduced 0.4%
111,650 $19.1 Million
Q2 2022

Aug 11, 2022
SELL
$170.7 - $214.67 $683,824 - $859,968
-4,006 Reduced 3.45%
112,093 $19.7 Million
Q1 2022

May 20, 2022
SELL
$198.73 - $227.97 $240,463 - $275,843
-1,210 Reduced 1.03%
116,099 $24.7 Million
Q4 2021

Feb 17, 2022
SELL
$215.13 - $239.37 $562,995 - $626,431
-2,617 Reduced 2.18%
117,309 $26.5 Million
Q3 2021

Nov 23, 2021
BUY
$211.9 - $229.42 $25.4 Million - $27.5 Million
119,926 New
119,926 $26.2 Million
Q3 2021

Nov 16, 2021
SELL
$211.9 - $229.42 $26.8 Million - $29 Million
-126,454 Closed
0 $26.2 Million
Q2 2021

Aug 24, 2021
SELL
$211.77 - $228.05 $533,872 - $574,914
-2,521 Reduced 1.95%
126,454 $28.5 Million
Q1 2021

May 17, 2021
BUY
$191.53 - $223.48 $4.3 Million - $5.01 Million
22,431 Added 21.05%
128,975 $27.6 Million
Q4 2020

Feb 18, 2021
SELL
$156.0 - $196.91 $1.56 Million - $1.96 Million
-9,970 Reduced 8.56%
106,544 $20.7 Million
Q3 2020

Nov 17, 2020
SELL
$143.34 - $162.04 $47.8 Million - $54 Million
-333,350 Reduced 74.1%
116,514 $17.9 Million
Q2 2020

Aug 14, 2020
SELL
$106.26 - $156.76 $27.1 Million - $40 Million
-255,299 Reduced 36.2%
449,864 $65.6 Million
Q1 2020

May 18, 2020
BUY
$98.45 - $170.48 $5.5 Million - $9.52 Million
55,868 Added 8.6%
705,163 $81.4 Million
Q4 2019

Feb 14, 2020
BUY
$149.04 - $166.74 $3.93 Million - $4.39 Million
26,338 Added 4.23%
649,295 $108 Million
Q3 2019

Nov 18, 2019
BUY
$153.32 - $158.01 $10.8 Million - $11.1 Million
70,501 Added 12.76%
622,957 $95.9 Million
Q2 2019

Aug 27, 2019
BUY
N/A
44,459 Added 8.75%
552,456 $86.5 Million
Q1 2019

May 20, 2019
BUY
N/A
16,255 Added 3.31%
507,997 $77.6 Million
Q4 2018

Feb 19, 2019
SELL
N/A
-2,855 Reduced 0.58%
491,742 $64.9 Million
Q3 2018

Nov 15, 2018
BUY
N/A
3,675 Added 0.75%
494,597 $80.4 Million
Q2 2018

Aug 14, 2018
BUY
N/A
25,382 Added 5.45%
490,922 $76.4 Million
Q1 2018

May 15, 2018
BUY
N/A
29,375 Added 6.73%
465,540 $68.4 Million
Q4 2017

Feb 15, 2018
BUY
N/A
25,032 Added 6.09%
436,165 $64.5 Million
Q3 2017

Nov 15, 2017
BUY
N/A
32,598 Added 8.61%
411,133 $58.1 Million
Q2 2017

Aug 17, 2017
BUY
N/A
378,535
378,535 $51.3 Million

Others Institutions Holding VB

# of Institutions
2,371
Shares Held
166M
Call Options Held
78.1K
Put Options Held
52.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email