Ep Wealth Advisors, LLC Vanguard Small Cap Growth ETF Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 296,155 shares of VBK stock, worth $79.3 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
296,155
Previous 259,084
14.31%
Holding current value
$79.3 Million
Previous $67.5 Million
9.67%
% of portfolio
0.8%
Previous 0.8%
Shares
24 transactions
Others Institutions Holding VBK
# of Institutions
1,061Shares Held
41.3MCall Options Held
30.1KPut Options Held
19.9K-
Bank Of America Corp Charlotte, NC8.54MShares$2.29 Billion0.19% of portfolio
-
Jones Financial Companies Lllp1.97MShares$527 Million0.57% of portfolio
-
Morgan Stanley New York, NY1.7MShares$456 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.57MShares$420 Million4.25% of portfolio
-
Assetmark, Inc1.36MShares$364 Million1.06% of portfolio