Ep Wealth Advisors, LLC Vanguard Ftse Developed Market Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 966,448 shares of VEA stock, worth $58.3 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

966,448

Previous 860,783 12.28%

Holding current value

$58.3 Million

Previous $43.8 Million 25.93%

% of portfolio

0.38%

Previous 0.37%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$45.65 - $57.01 $4.82 Million - $6.02 Million	105,665 Added 12.28%	966,448 $55.1 Million
Q1 2025 May 15, 2025	SELL	$47.4 - $52.99 $25.2 Million - $28.2 Million	-531,783 Reduced 38.19%	860,783 $43.8 Million
Q4 2024 Feb 13, 2025	BUY	$47.57 - $52.44 $33.8 Million - $37.3 Million	710,436 Added 104.15%	1,392,566 $66.6 Million
Q3 2024 Nov 14, 2024	BUY	$47.6 - $53.31 $219,626 - $245,972	4,614 Added 0.68%	682,130 $36 Million
Q2 2024 Aug 19, 2024	SELL	$47.83 - $51.21 $1.15 Million - $1.23 Million	-24,104 Reduced 3.44%	677,516 $33.5 Million
Q1 2024 May 14, 2024	SELL	$46.21 - $50.27 $748,509 - $814,273	-16,198 Reduced 2.26%	701,620 $35.2 Million
Q4 2023 Feb 28, 2024	BUY	$41.58 - $47.99 $1.31 Million - $1.51 Million	31,516 Added 4.59%	717,818 $34.4 Million
Q3 2023 Nov 22, 2023	BUY	$43.5 - $47.63 $29.8 Million - $32.6 Million	684,565 Added 39410.77%	686,302 $30 Million
Q2 2023 Aug 14, 2023	BUY	$44.63 - $47.33 $8,613 - $9,134	193 Added 12.5%	1,737 $80,000
Q1 2023 Jun 05, 2023	SELL	$42.2 - $46.17 $27.5 Million - $30.1 Million	-651,898 Reduced 99.76%	1,544 $69,000
Q4 2022 Jun 12, 2023	BUY	$36.19 - $43.78 $44.8 Million - $54.2 Million	1,238,175 Added 80192.68%	1,239,719 $52 Million
Q3 2022 Dec 02, 2022	SELL	$36.19 - $43.74 $11 Million - $13.3 Million	-304,102 Reduced 31.76%	653,442 $23.8 Million
Q2 2022 Aug 11, 2022	BUY	$40.38 - $48.66 $14.4 Million - $17.3 Million	355,768 Added 59.12%	957,544 $39.1 Million
Q1 2022 May 20, 2022	SELL	$44.13 - $51.72 $347,170 - $406,881	-7,867 Reduced 1.29%	601,776 $28.9 Million
Q4 2021 Feb 17, 2022	BUY	$49.38 - $52.95 $24.1 Million - $25.9 Million	488,342 Added 402.59%	609,643 $31.1 Million
Q3 2021 Nov 23, 2021	BUY	$50.07 - $53.43 $5.57 Million - $5.95 Million	111,301 Added 1113.01%	121,301 $6.12 Million
Q3 2021 Nov 16, 2021	SELL	$50.07 - $53.43 $5.06 Million - $5.4 Million	-101,156 Reduced 91.0%	10,000 $6.12 Million
Q2 2021 Aug 24, 2021	BUY	$49.75 - $53.3 $144,772 - $155,103	2,910 Added 2.69%	111,156 $5.73 Million
Q1 2021 May 17, 2021	BUY	$46.87 - $50.05 $327,433 - $349,649	6,986 Added 6.9%	108,246 $5.32 Million
Q4 2020 Feb 18, 2021	SELL	$39.45 - $47.53 $6.05 Million - $7.29 Million	-153,365 Reduced 60.23%	101,260 $4.78 Million
Q3 2020 Nov 17, 2020	SELL	$38.92 - $42.44 $2.91 Million - $3.17 Million	-74,727 Reduced 22.69%	254,625 $10.4 Million
Q2 2020 Aug 14, 2020	SELL	$31.83 - $40.85 $1.06 Million - $1.36 Million	-33,208 Reduced 9.16%	329,352 $12.8 Million
Q1 2020 May 18, 2020	SELL	$28.78 - $44.66 $1.39 Million - $2.15 Million	-48,251 Reduced 11.75%	362,560 $12.1 Million
Q4 2019 Feb 14, 2020	BUY	$39.9 - $44.4 $14 Million - $15.6 Million	351,592 Added 593.71%	410,811 $18.1 Million
Q3 2019 Nov 18, 2019	BUY	$38.87 - $42.25 $135,345 - $147,114	3,482 Added 6.25%	59,219 $2.43 Million
Q2 2019 Aug 27, 2019	BUY	$39.84 - $42.1 $2.22 Million - $2.35 Million	55,737 New	55,737 $2.33 Million
Q1 2019 May 20, 2019	SELL	$36.75 - $41.54 $2.25 Million - $2.55 Million	-61,287 Closed	0 $0
Q4 2018 Feb 19, 2019	BUY	$35.84 - $43.38 $786,903 - $952,451	21,956 Added 55.82%	61,287 $2.27 Million
Q3 2018 Nov 15, 2018	BUY	$41.81 - $43.94 $326,410 - $343,039	7,807 Added 24.77%	39,331 $1.7 Million
Q1 2018 May 15, 2018	BUY	$43.31 - $47.88 $52,058 - $57,551	1,202 Added 3.96%	31,524 $1.4 Million
Q4 2017 Feb 15, 2018	BUY	$43.36 - $44.94 $223,780 - $231,935	5,161 Added 20.51%	30,322 $1.36 Million
Q3 2017 Nov 15, 2017	SELL	$42.16 - $43.57 $102,490 - $105,918	-2,431 Reduced 8.81%	25,161 $1.09 Million
Q2 2017 Aug 17, 2017	BUY	N/A	27,592	27,592 $1.14 Million

Others Institutions Holding VEA

# of Institutions

2,829

Shares Held

2.31B

Call Options Held

349K

Put Options Held

115K

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Ep Wealth Advisors, LLC Vanguard Ftse Developed Market Transaction History