Ep Wealth Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,229,552 shares of VOT stock, worth $358 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares
1,229,552
Previous 1,061,830 15.8%
Holding current value
$358 Million
Previous $260 Million 34.61%
% of portfolio
2.4%
Previous 2.17%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$216.28 - $284.39 $36.3 Million - $47.7 Million
167,722 Added 15.8%
1,229,552 $350 Million
Q1 2025

May 15, 2025
BUY
$237.72 - $276.98 $29.8 Million - $34.7 Million
125,362 Added 13.39%
1,061,830 $260 Million
Q4 2024

Feb 13, 2025
BUY
$241.48 - $274.89 $53.2 Million - $60.6 Million
220,475 Added 30.79%
936,468 $238 Million
Q3 2024

Nov 14, 2024
BUY
$218.05 - $243.47 $43.1 Million - $48.1 Million
197,541 Added 38.1%
715,993 $174 Million
Q2 2024

Aug 19, 2024
BUY
$218.75 - $234.97 $12.6 Million - $13.6 Million
57,693 Added 12.52%
518,452 $119 Million
Q1 2024

May 14, 2024
SELL
$212.21 - $235.79 $1.49 Million - $1.66 Million
-7,031 Reduced 1.5%
460,759 $109 Million
Q4 2023

Feb 28, 2024
BUY
$180.9 - $221.2 $11.3 Million - $13.8 Million
62,398 Added 15.39%
467,790 $103 Million
Q3 2023

Nov 22, 2023
BUY
$191.65 - $213.93 $56.2 Million - $62.7 Million
293,207 Added 261.36%
405,392 $79 Million
Q2 2023

Aug 14, 2023
BUY
$186.22 - $205.77 $14.9 Million - $16.5 Million
80,098 Added 249.63%
112,185 $23.1 Million
Q1 2023

Jun 05, 2023
SELL
$177.43 - $203.61 $32.9 Million - $37.8 Million
-185,624 Reduced 85.26%
32,087 $6.25 Million
Q4 2022

Jun 12, 2023
BUY
$165.84 - $193.83 $43.7 Million - $51.1 Million
263,393 Added 820.87%
295,480 $53.1 Million
Q3 2022

Dec 02, 2022
BUY
$170.12 - $208.72 $8.36 Million - $10.3 Million
49,170 Added 29.17%
217,711 $37.1 Million
Q2 2022

Aug 11, 2022
BUY
$167.96 - $227.2 $8.34 Million - $11.3 Million
49,652 Added 41.76%
168,541 $29.6 Million
Q1 2022

May 20, 2022
BUY
$199.76 - $251.37 $3.98 Million - $5 Million
19,902 Added 20.11%
118,889 $26.5 Million
Q4 2021

Feb 17, 2022
BUY
$234.3 - $265.79 $3.96 Million - $4.49 Million
16,890 Added 20.57%
98,987 $25.2 Million
Q3 2021

Nov 23, 2021
BUY
$230.42 - $251.05 $18.6 Million - $20.3 Million
80,696 Added 5759.89%
82,097 $19.4 Million
Q3 2021

Nov 16, 2021
SELL
$230.42 - $251.05 $14.5 Million - $15.8 Million
-62,848 Reduced 97.82%
1,401 $19.4 Million
Q2 2021

Aug 24, 2021
BUY
$210.91 - $237.31 $6.84 Million - $7.7 Million
32,453 Added 102.07%
64,249 $15.2 Million
Q1 2021

May 17, 2021
BUY
$204.75 - $230.34 $2.65 Million - $2.98 Million
12,952 Added 68.73%
31,796 $6.82 Million
Q4 2020

Feb 18, 2021
SELL
$178.76 - $215.29 $3.05 Million - $3.67 Million
-17,052 Reduced 47.5%
18,844 $4 Million
Q3 2020

Nov 17, 2020
SELL
$166.29 - $188.98 $3.98 Million - $4.52 Million
-23,932 Reduced 40.0%
35,896 $6.47 Million
Q2 2020

Aug 14, 2020
SELL
$120.77 - $169.89 $646,723 - $909,760
-5,355 Reduced 8.22%
59,828 $9.88 Million
Q1 2020

May 18, 2020
BUY
$108.51 - $170.49 $178,390 - $280,285
1,644 Added 2.59%
65,183 $8.26 Million
Q4 2019

Feb 14, 2020
BUY
$144.1 - $159.03 $6.82 Million - $7.53 Million
47,329 Added 291.97%
63,539 $10.1 Million
Q3 2019

Nov 18, 2019
SELL
$147.12 - $150.91 $16,330 - $16,751
-111 Reduced 0.68%
16,210 $2.4 Million
Q2 2019

Aug 27, 2019
SELL
N/A
-4,838 Reduced 22.86%
16,321 $2.44 Million
Q1 2019

May 20, 2019
SELL
N/A
-379 Reduced 1.76%
21,159 $3.02 Million
Q4 2018

Feb 19, 2019
BUY
N/A
14,183 Added 192.83%
21,538 $2.58 Million
Q3 2018

Nov 15, 2018
BUY
N/A
799 Added 12.19%
7,355 $1.05 Million
Q2 2018

Aug 14, 2018
BUY
N/A
27 Added 0.41%
6,556 $881,000
Q1 2018

May 15, 2018
BUY
N/A
6,529 New
6,529 $846,000

Others Institutions Holding VOT

# of Institutions
1,122
Shares Held
40M
Call Options Held
18K
Put Options Held
7.8K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
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