Ep Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 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 130,793 shares of VB stock, worth $33.9 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
130,793
Previous 117,396
11.41%
Holding current value
$33.9 Million
Previous $26 Million
19.06%
% of portfolio
0.21%
Previous 0.22%
Shares
34 transactions
Others Institutions Holding VB
# of Institutions
2,411Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio