Ep Wealth Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Ep Wealth Advisors, LLC
- $12 Billion
- Q1 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 36,711 shares of VIOO stock, worth $3.81 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
36,711
Previous 36,768
0.16%
Holding current value
$3.81 Million
Previous $3.9 Million
9.13%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding VIOO
# of Institutions
369Shares Held
13.6MCall Options Held
3.2KPut Options Held
500-
Orgel Wealth Management, LLC1.19MShares$123 Million3.15% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$87.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY740KShares$76.8 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS628KShares$65.1 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY405KShares$42 Million0.08% of portfolio