VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

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

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

Q4 2025
Shares 7,915,910 Value ($000) $1,511,860 Avg Close — Range —
Q2 2025
Shares 2,234,873 Value ($000) $394,991 Avg Close — Range —
Q1 2025
Shares 2,383,097 Value ($000) $411,656 Avg Close — Range —
Q4 2024
Shares 2,480,962 Value ($000) $420,027 Avg Close — Range —
Q3 2024
Shares 2,741,128 Value ($000) $478,519 Avg Close — Range —
Q2 2024
Shares 2,590,600 Value ($000) $415,558 Avg Close — Range —
Q1 2024
Shares 2,553,447 Value ($000) $415,854 Avg Close — Range —
Q4 2023
Shares 2,535,306 Value ($000) $379,028 Avg Close — Range —
Q3 2023
Shares 2,392,839 Value ($000) $330,044 Avg Close — Range —
Q2 2023
Shares 67,993 Value ($000) $374,838 Avg Close — Range —
Q1 2023
Shares 13,159 Value ($000) $127 Avg Close — Range —
Q4 2022
Shares 2,555,359 Value ($000) $358,696 Avg Close — Range —
Q3 2022
Shares 2,490,271 Value ($000) $307,499 Avg Close — Range —
Q2 2022
Shares 2,453,193 Value ($000) $323,527 Avg Close — Range —
Q1 2022
Shares 2,376,014 Value ($000) $351,127 Avg Close — Range —
Q4 2021
Shares 2,306,661 Value ($000) $339,333 Avg Close — Range —
Q3 2021
Shares 2,260,592 Value ($000) $306,016 Avg Close — Range —
Q2 2021
Shares 2,164,524 Value ($000) $297,535 Avg Close — Range —
Q1 2021
Shares 2,136,610 Value ($000) $280,879 Avg Close — Range —
Q4 2020
Shares 2,101,405 Value ($000) $249,983 Avg Close — Range —
Q3 2020
Shares 2,223,893 Value ($000) $232,419 Avg Close — Range —
Q2 2020
Shares 3,078,587 Value ($000) $306,596 Avg Close — Range —
Q1 2020
Shares 3,209,752 Value ($000) $285,861 Avg Close — Range —
Q4 2019
Shares 2,840,687 Value ($000) $340,456 Avg Close — Range —
Q3 2019
Shares 2,683,693 Value ($000) $299,554 Avg Close — Range —
Q2 2019
Shares 2,566,088 Value ($000) $284,631 Avg Close — Range —
Q4 2018
Shares 2,219,648 Value ($000) $217,415 Avg Close — Range —
Q3 2018
Shares 1,982,303 Value ($000) $219,401 Avg Close — Range —
Q2 2018
Shares 1,877,619 Value ($000) $194,953 Avg Close — Range —
Q1 2018
Shares 1,801,073 Value ($000) $185,835 Avg Close — Range —
Q4 2017
Shares 1,719,144 Value ($000) $182,779 Avg Close — Range —
Q3 2017
Shares 1,657,296 Value ($000) $165,431 Avg Close — Range —
Q2 2017
Shares 1,548,466 Value ($000) $149,520 Avg Close — Range —
Q1 2017
Shares 1,450,214 Value ($000) $138,307 Avg Close — Range —
Q4 2016
Shares 1,388,352 Value ($000) $110,318 Avg Close — Range —
Q3 2016
Shares 1,336,767 Value ($000) $116,299 Avg Close — Range —
Q2 2016
Shares 1,306,530 Value ($000) $111,042 Avg Close — Range —
Q1 2016
Shares 1,255,213 Value ($000) $103,417 Avg Close — Range —
Q4 2015
Shares 692,206 Value ($000) $56,429 Avg Close — Range —
Q3 2015
Shares 685,594 Value ($000) $52,619 Avg Close — Range —
Q2 2015
Shares 626,324 Value ($000) $52,210,381 Avg Close — Range —
Q1 2015
Shares 592,655 Value ($000) $49,605,243 Avg Close — Range —
Q4 2014
Shares 465,429 Value ($000) $39,324 Avg Close — Range —
Q3 2014
Shares 412,151 Value ($000) $33,467 Avg Close — Range —