VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

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

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

Q4 2025
Shares 3,464,230 Value ($000) $1,690,059 Avg Close — Range —
Q2 2025
Shares 3,463,113 Value ($000) $1,518,229 Avg Close — Range —
Q1 2025
Shares 3,336,464 Value ($000) $1,237,228 Avg Close — Range —
Q4 2024
Shares 3,226,810 Value ($000) $1,324,412 Avg Close — Range —
Q3 2024
Shares 3,176,728 Value ($000) $1,219,641 Avg Close — Range —
Q2 2024
Shares 2,982,222 Value ($000) $1,115,381 Avg Close — Range —
Q1 2024
Shares 2,911,394 Value ($000) $1,002,102 Avg Close — Range —
Q4 2023
Shares 2,893,785 Value ($000) $899,620 Avg Close — Range —
Q3 2023
Shares 2,833,826 Value ($000) $771,679 Avg Close — Range —
Q2 2023
Shares 289,675 Value ($000) $917,022 Avg Close — Range —
Q1 2023
Shares 2,610,329 Value ($000) $360,513 Avg Close — Range —
Q4 2022
Shares 2,973,604 Value ($000) $633,705 Avg Close — Range —
Q3 2022
Shares 2,757,195 Value ($000) $589,902 Avg Close — Range —
Q2 2022
Shares 2,552,511 Value ($000) $568,929 Avg Close — Range —
Q1 2022
Shares 2,276,468 Value ($000) $654,712 Avg Close — Range —
Q4 2021
Shares 2,070,591 Value ($000) $664,453 Avg Close — Range —
Q3 2021
Shares 2,010,613 Value ($000) $583,420 Avg Close — Range —
Q2 2021
Shares 1,868,321 Value ($000) $535,853 Avg Close — Range —
Q1 2021
Shares 1,625,751 Value ($000) $417,883 Avg Close — Range —
Q4 2020
Shares 1,418,966 Value ($000) $359,481 Avg Close — Range —
Q3 2020
Shares 1,283,753 Value ($000) $292,195 Avg Close — Range —
Q2 2020
Shares 1,132,847 Value ($000) $228,937 Avg Close — Range —
Q1 2020
Shares 976,428 Value ($000) $152,996 Avg Close — Range —
Q4 2019
Shares 905,698 Value ($000) $164,991 Avg Close — Range —
Q3 2019
Shares 852,101 Value ($000) $141,687 Avg Close — Range —
Q2 2019
Shares 817,904 Value ($000) $133,637 Avg Close — Range —
Q4 2018
Shares 674,894 Value ($000) $90,658 Avg Close — Range —
Q3 2018
Shares 600,644 Value ($000) $96,728 Avg Close — Range —
Q2 2018
Shares 568,846 Value ($000) $85,219 Avg Close — Range —
Q1 2018
Shares 556,325 Value ($000) $78,931 Avg Close — Range —
Q4 2017
Shares 551,653 Value ($000) $77,590 Avg Close — Range —
Q3 2017
Shares 540,166 Value ($000) $71,707 Avg Close — Range —
Q2 2017
Shares 504,801 Value ($000) $64,130 Avg Close — Range —
Q1 2017
Shares 482,161 Value ($000) $58,660 Avg Close — Range —
Q4 2016
Shares 442,065 Value ($000) $41,979 Avg Close — Range —
Q3 2016
Shares 400,396 Value ($000) $44,961 Avg Close — Range —
Q2 2016
Shares 392,760 Value ($000) $42,104 Avg Close — Range —
Q1 2016
Shares 397,210 Value ($000) $42,283 Avg Close — Range —
Q4 2015
Shares 377,116 Value ($000) $40,121 Avg Close — Range —
Q3 2015
Shares 370,207 Value ($000) $37,128 Avg Close — Range —
Q2 2015
Shares 338,966 Value ($000) $36,286,315 Avg Close — Range —
Q1 2015
Shares 326,838 Value ($000) $34,190,480 Avg Close — Range —
Q4 2014
Shares 269,907 Value ($000) $28,176 Avg Close — Range —
Q3 2014
Shares 237,588 Value ($000) $23,680 Avg Close — Range —