VANGUARD INDEX FDS

Ticker: VO CUSIP: 922908629 Class: MID CAP ETF

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

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

Q4 2025
Shares 38,163 Value ($000) $11,076 Avg Close — Range —
Q2 2025
Shares 62,084 Value ($000) $17,373 Avg Close — Range —
Q1 2025
Shares 51,092 Value ($000) $13,213 Avg Close — Range —
Q4 2024
Shares 29,222 Value ($000) $7,719 Avg Close — Range —
Q3 2024
Shares 28,790 Value ($000) $7,596 Avg Close — Range —
Q2 2024
Shares 26,114 Value ($000) $6,322 Avg Close — Range —
Q1 2024
Shares 31,557 Value ($000) $7,885 Avg Close — Range —
Q4 2023
Shares 20,414 Value ($000) $4,749 Avg Close — Range —
Q3 2023
Shares 20,543 Value ($000) $4,278 Avg Close — Range —
Q2 2023
Shares 95,907 Value ($000) $4,505 Avg Close — Range —
Q1 2023
Shares 34,927 Value ($000) $2,900 Avg Close — Range —
Q4 2022
Shares 14,891 Value ($000) $3,035 Avg Close — Range —
Q3 2022
Shares 15,117 Value ($000) $2,842 Avg Close — Range —
Q2 2022
Shares 9,932 Value ($000) $1,956 Avg Close — Range —
Q1 2022
Shares 10,862 Value ($000) $2,583 Avg Close — Range —
Q4 2021
Shares 10,719 Value ($000) $2,731 Avg Close — Range —
Q3 2021
Shares 8,730 Value ($000) $2,067 Avg Close — Range —
Q2 2021
Shares 8,573 Value ($000) $2,035 Avg Close — Range —
Q1 2021
Shares 3,929 Value ($000) $870 Avg Close — Range —
Q4 2020
Shares 2,222 Value ($000) $459 Avg Close — Range —
Q3 2020
Shares 2,017 Value ($000) $356 Avg Close — Range —
Q2 2020
Shares 2,492 Value ($000) $408 Avg Close — Range —
Q1 2020
Shares 4,442 Value ($000) $585 Avg Close — Range —
Q4 2019
Shares 3,567 Value ($000) $636 Avg Close — Range —
Q3 2019
Shares 3,748 Value ($000) $628 Avg Close — Range —
Q2 2019
Shares 3,557 Value ($000) $595 Avg Close — Range —
Q4 2018
Shares 2,539 Value ($000) $351 Avg Close — Range —
Q3 2018
Shares 2,002 Value ($000) $329 Avg Close — Range —
Q2 2018
Shares 2,002 Value ($000) $316 Avg Close — Range —
Q1 2018
Shares 2,002 Value ($000) $309 Avg Close — Range —
Q4 2017
Shares 2,349 Value ($000) $364 Avg Close — Range —
Q3 2017
Shares 2,484 Value ($000) $365 Avg Close — Range —
Q2 2017
Shares 1,894 Value ($000) $270 Avg Close — Range —
Q1 2017
Shares 1,894 Value ($000) $264 Avg Close — Range —
Q4 2016
Shares 2,269 Value ($000) $299 Avg Close — Range —
Q3 2016
Shares 1,894 Value ($000) $245 Avg Close — Range —
Q2 2016
Shares 1,894 Value ($000) $234 Avg Close — Range —
Q1 2016
Shares 1,894 Value ($000) $230 Avg Close — Range —
Q4 2015
Shares 3,311 Value ($000) $398 Avg Close — Range —