Ep Wealth Advisors, LLC Vanguard Growth ETF Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 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 3,336,464 shares of VUG stock, worth $1.38 Billion. This represents 10.35% of its overall portfolio holdings.

Number of Shares
3,336,464
Previous 3,226,810 3.4%
Holding current value
$1.38 Billion
Previous $1.32 Billion 6.58%
% of portfolio
10.35%
Previous 11.27%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$369.1 - $427.61 $40.5 Million - $46.9 Million
109,654 Added 3.4%
3,336,464 $1.24 Billion
Q4 2024

Feb 13, 2025
BUY
$378.79 - $428.11 $19 Million - $21.4 Million
50,082 Added 1.58%
3,226,810 $1.32 Billion
Q3 2024

Nov 14, 2024
BUY
$341.08 - $391.94 $66.3 Million - $76.2 Million
194,506 Added 6.52%
3,176,728 $1.22 Billion
Q2 2024

Aug 19, 2024
BUY
$322.46 - $377.11 $22.8 Million - $26.7 Million
70,828 Added 2.43%
2,982,222 $1.12 Billion
Q1 2024

May 14, 2024
BUY
$301.05 - $346.61 $5.3 Million - $6.1 Million
17,609 Added 0.61%
2,911,394 $1 Billion
Q4 2023

Feb 28, 2024
BUY
$261.54 - $312.16 $15.7 Million - $18.7 Million
59,959 Added 2.12%
2,893,785 $900 Million
Q3 2023

Nov 22, 2023
BUY
$269.56 - $293.5 $686 Million - $747 Million
2,544,151 Added 878.28%
2,833,826 $772 Million
Q2 2023

Aug 14, 2023
SELL
$243.06 - $282.96 $564 Million - $657 Million
-2,320,654 Reduced 88.9%
289,675 $82 Million
Q1 2023

Jun 05, 2023
SELL
$209.25 - $249.44 $30.7 Million - $36.6 Million
-146,866 Reduced 5.33%
2,610,329 $651 Million
Q4 2022

Jun 12, 2023
BUY
$208.44 - $233.81 $75.7 Million - $84.9 Million
363,275 Added 13.92%
2,973,604 $634 Million
Q3 2022

Dec 02, 2022
BUY
$213.95 - $266.28 $43.8 Million - $54.5 Million
204,684 Added 8.02%
2,757,195 $590 Million
Q2 2022

Aug 11, 2022
BUY
$214.97 - $293.87 $59.3 Million - $81.1 Million
276,043 Added 12.13%
2,552,511 $569 Million
Q1 2022

May 20, 2022
BUY
$254.37 - $323.09 $52.4 Million - $66.5 Million
205,877 Added 9.94%
2,276,468 $655 Million
Q4 2021

Feb 17, 2022
BUY
$287.0 - $325.67 $17.2 Million - $19.5 Million
59,978 Added 2.98%
2,070,591 $664 Million
Q3 2021

Nov 23, 2021
BUY
$286.49 - $308.98 $483 Million - $521 Million
1,685,177 Added 517.82%
2,010,613 $583 Million
Q3 2021

Nov 16, 2021
SELL
$286.49 - $308.98 $442 Million - $477 Million
-1,542,885 Reduced 82.58%
325,436 $583 Million
Q2 2021

Aug 24, 2021
BUY
$257.69 - $287.23 $62.5 Million - $69.7 Million
242,570 Added 14.92%
1,868,321 $536 Million
Q1 2021

May 17, 2021
BUY
$243.15 - $268.9 $50.3 Million - $55.6 Million
206,785 Added 14.57%
1,625,751 $418 Million
Q4 2020

Feb 18, 2021
BUY
$220.77 - $253.46 $29.9 Million - $34.3 Million
135,213 Added 10.53%
1,418,966 $359 Million
Q3 2020

Nov 17, 2020
BUY
$204.41 - $245.48 $30.8 Million - $37 Million
150,906 Added 13.32%
1,283,753 $292 Million
Q2 2020

Aug 14, 2020
BUY
$149.64 - $204.01 $23.4 Million - $31.9 Million
156,419 Added 16.02%
1,132,847 $229 Million
Q1 2020

May 18, 2020
BUY
$137.53 - $201.6 $9.73 Million - $14.3 Million
70,730 Added 7.81%
976,428 $153 Million
Q4 2019

Feb 14, 2020
BUY
$161.84 - $183.14 $8.67 Million - $9.82 Million
53,597 Added 6.29%
905,698 $165 Million
Q3 2019

Nov 18, 2019
BUY
$165.21 - $169.18 $5.65 Million - $5.79 Million
34,197 Added 4.18%
852,101 $142 Million
Q2 2019

Aug 27, 2019
BUY
N/A
817,904 New
817,904 $134 Million
Q1 2019

May 20, 2019
SELL
N/A
-674,894 Closed
0 $0
Q4 2018

Feb 19, 2019
BUY
N/A
74,250 Added 12.36%
674,894 $90.7 Million
Q3 2018

Nov 15, 2018
BUY
N/A
31,798 Added 5.59%
600,644 $96.7 Million
Q2 2018

Aug 14, 2018
BUY
N/A
12,521 Added 2.25%
568,846 $85.2 Million
Q1 2018

May 15, 2018
BUY
N/A
4,672 Added 0.85%
556,325 $78.9 Million
Q4 2017

Feb 15, 2018
BUY
N/A
11,487 Added 2.13%
551,653 $77.6 Million
Q3 2017

Nov 15, 2017
BUY
N/A
35,365 Added 7.01%
540,166 $71.7 Million
Q2 2017

Aug 17, 2017
BUY
N/A
504,801
504,801 $64.1 Million

Others Institutions Holding VUG

# of Institutions
2,681
Shares Held
268M
Call Options Held
319K
Put Options Held
305K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email