VANGUARD INDEX FDS

Ticker: VBK CUSIP: 922908595 Class: SML CP GRW ETF

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 776,329 Value ($000) $234,537 Avg Close — Range —
Q2 2025
Shares 642,042 Value ($000) $177,807 Avg Close — Range —
Q1 2025
Shares 601,701 Value ($000) $151,490 Avg Close — Range —
Q4 2024
Shares 460,505 Value ($000) $128,969 Avg Close — Range —
Q3 2024
Shares 407,114 Value ($000) $108,850 Avg Close — Range —
Q2 2024
Shares 296,155 Value ($000) $74,077 Avg Close — Range —
Q1 2024
Shares 259,084 Value ($000) $67,548 Avg Close — Range —
Q4 2023
Shares 245,686 Value ($000) $59,399 Avg Close — Range —
Q3 2023
Shares 221,077 Value ($000) $47,350 Avg Close — Range —
Q2 2023
Shares 21,738 Value ($000) $44,494 Avg Close — Range —
Q1 2023
Shares 102,529 Value ($000) $19,435 Avg Close — Range —
Q4 2022
Shares 148,207 Value ($000) $29,721 Avg Close — Range —
Q3 2022
Shares 108,830 Value ($000) $21,236 Avg Close — Range —
Q2 2022
Shares 87,256 Value ($000) $17,192 Avg Close — Range —
Q1 2022
Shares 45,826 Value ($000) $11,371 Avg Close — Range —
Q4 2021
Shares 35,872 Value ($000) $10,108 Avg Close — Range —
Q2 2021
Shares 20,792 Value ($000) $6,025 Avg Close — Range —
Q1 2021
Shares 12,158 Value ($000) $3,339 Avg Close — Range —
Q4 2020
Shares 9,995 Value ($000) $2,675 Avg Close — Range —
Q3 2020
Shares 17,738 Value ($000) $3,812 Avg Close — Range —
Q2 2020
Shares 29,805 Value ($000) $5,949 Avg Close — Range —
Q1 2020
Shares 31,283 Value ($000) $4,702 Avg Close — Range —
Q4 2019
Shares 42,847 Value ($000) $8,514 Avg Close — Range —
Q3 2019
Shares 2,672 Value ($000) $486 Avg Close — Range —
Q2 2019
Shares 2,563 Value ($000) $477 Avg Close — Range —
Q1 2019
Shares 2,726 Value ($000) $490 Avg Close — Range —
Q4 2018
Shares 2,784 Value ($000) $419 Avg Close — Range —
Q3 2018
Shares 3,032 Value ($000) $568 Avg Close — Range —
Q4 2013
Shares 3,338 Value ($000) $408 Avg Close — Range —