Ep Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,515,445 shares of VOE stock, worth $246 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

1,515,445

Previous 1,276,253 18.74%

Holding current value

$246 Million

Previous $206 Million 17.84%

% of portfolio

2.04%

Previous 1.76%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$156.61 - $168.02 $37.5 Million - $40.2 Million	239,192 Added 18.74%	1,515,445 $243 Million
Q4 2024 Feb 13, 2025	BUY	$160.89 - $176.18 $56.2 Million - $61.5 Million	349,161 Added 37.66%	1,276,253 $206 Million
Q3 2024 Nov 14, 2024	BUY	$149.02 - $167.67 $29.3 Million - $32.9 Million	196,458 Added 26.89%	927,092 $155 Million
Q2 2024 Aug 19, 2024	BUY	$146.82 - $155.77 $11.7 Million - $12.5 Million	79,936 Added 12.28%	730,634 $110 Million
Q1 2024 May 14, 2024	BUY	$141.07 - $155.91 $233,894 - $258,498	1,658 Added 0.26%	650,698 $101 Million
Q4 2023 Feb 28, 2024	BUY	$124.27 - $145.8 $11.4 Million - $13.4 Million	91,675 Added 16.45%	649,040 $94.1 Million
Q3 2023 Nov 22, 2023	BUY	$130.77 - $144.24 $71.7 Million - $79.1 Million	548,206 Added 5985.44%	557,365 $73 Million
Q2 2023 Aug 14, 2023	SELL	$127.92 - $138.38 $1.61 Million - $1.74 Million	-12,579 Reduced 57.87%	9,159 $1.27 Million
Q1 2023 Jun 05, 2023	SELL	$126.74 - $147.12 $34.6 Million - $40.1 Million	-272,832 Reduced 92.62%	21,738 $2.91 Million
Q4 2022 Jun 12, 2023	BUY	$122.51 - $142.75 $44.6 Million - $51.9 Million	363,761 Added 1673.39%	385,499 $52.1 Million
Q3 2022 Dec 02, 2022	BUY	$121.77 - $145.8 $4.36 Million - $5.22 Million	35,783 Added 13.83%	294,570 $35.9 Million
Q2 2022 Aug 11, 2022	BUY	$126.2 - $153.17 $9.92 Million - $12 Million	78,618 Added 43.64%	258,787 $33.5 Million
Q1 2022 May 20, 2022	BUY	$140.72 - $152.6 $5.12 Million - $5.56 Million	36,408 Added 25.33%	180,169 $27 Million
Q4 2021 Feb 17, 2022	BUY	$140.47 - $150.69 $4.61 Million - $4.95 Million	32,836 Added 29.6%	143,761 $21.6 Million
Q3 2021 Nov 23, 2021	BUY	$135.17 - $146.62 $9.77 Million - $10.6 Million	72,316 Added 187.3%	110,925 $15.5 Million
Q3 2021 Nov 16, 2021	SELL	$135.17 - $146.62 $5.44 Million - $5.91 Million	-40,282 Reduced 51.06%	38,609 $15.5 Million
Q2 2021 Aug 24, 2021	BUY	$136.19 - $145.71 $7.05 Million - $7.55 Million	51,782 Added 191.01%	78,891 $11.1 Million
Q1 2021 May 17, 2021	BUY	$116.81 - $138.13 $2.74 Million - $3.24 Million	23,441 Added 639.07%	27,109 $3.66 Million
Q4 2020 Feb 18, 2021	SELL	$100.82 - $119.56 $2.1 Million - $2.48 Million	-20,784 Reduced 85.0%	3,668 $436,000
Q3 2020 Nov 17, 2020	SELL	$93.59 - $106.12 $1.56 Million - $1.76 Million	-16,627 Reduced 40.48%	24,452 $2.48 Million
Q2 2020 Aug 14, 2020	SELL	$75.66 - $107.24 $240,523 - $340,915	-3,179 Reduced 7.18%	41,079 $3.93 Million
Q1 2020 May 18, 2020	SELL	$68.69 - $121.9 $923,262 - $1.64 Million	-13,441 Reduced 23.3%	44,258 $3.6 Million
Q4 2019 Feb 14, 2020	BUY	$108.67 - $119.8 $6.27 Million - $6.91 Million	57,699 New	57,699 $6.88 Million

Others Institutions Holding VOE

# of Institutions

1,206

Shares Held

70.6M

Call Options Held

42.8K

Put Options Held

2.8K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
Sector ETFs
Industry ETFs

More about VOE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History