EP Wealth Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

EP Wealth Advisors’s Portfolio VAC Stock Details VAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239K	Buy	+2,347	New	+$188K	﹤0.01%	1419

Other funds holding VAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

EP Wealth Advisors's VAC Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Marriott Vacations Worldwide (VAC) in Q2 2026: 2,347 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1419 among its holdings.

371 funds tracked by Wall St. Rank hold VAC as of Q2 2026.

EP Wealth Advisors held 2,347 shares of Marriott Vacations Worldwide worth $239K as of Q2 2026.
Marriott Vacations Worldwide was a new EP Wealth Advisors position in Q2 2026.
Marriott Vacations Worldwide made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1419 holding.
371 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.