Ep Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,463,113 shares of VUG stock, worth $1.67 Billion. This represents 10.42% of its overall portfolio holdings.
Number of Shares
3,463,113
Previous 3,336,464
3.8%
Holding current value
$1.67 Billion
Previous $1.24 Billion
22.71%
% of portfolio
10.42%
Previous 10.35%
Shares
34 transactions
Others Institutions Holding VUG
# of Institutions
2,810Shares Held
282MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.02 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.43 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.92 Billion1.09% of portfolio