Ep Wealth Advisors, LLC Vanguard Small Cap Growth 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 Growth ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 642,042 shares of VBK stock, worth $197 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
642,042
Previous 601,701
6.7%
Holding current value
$197 Million
Previous $151 Million
17.37%
% of portfolio
1.22%
Previous 1.27%
Shares
28 transactions
Others Institutions Holding VBK
# of Institutions
1,248Shares Held
44.6MCall Options Held
63.2KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC9.95MShares$3.05 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.88MShares$577 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$517 Million4.13% of portfolio
-
Assetmark, Inc1.54MShares$472 Million1.03% of portfolio
-
Sei Investments CO Oaks, PA939KShares$288 Million0.31% of portfolio