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EP Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

EP Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.1M Buy
109,265
+2,977
+3% +$853K 0.13% 127
2026
Q1 		$27.8M Sell
106,288
-9,508
-8% -$2.57M 0.14% 108
2025
Q4 		$29.9M Buy
+115,796
New +$29.7M 0.16% 101
2025
Q2 		$31M Buy
130,793
+13,397
+11% +$2.99M 0.2% 86
2025
Q1 		$26M Buy
117,396
+22,910
+24% +$5.47M 0.21% 88
2024
Q4 		$22.7M Sell
94,486
-4,508
-5% -$1.11M 0.19% 97
2024
Q3 		$23.5M Buy
98,994
+2,562
+3% +$582K 0.2% 97
2024
Q2 		$21M Sell
96,432
-1,173
-1% -$258K 0.22% 88
2024
Q1 		$22.3M Sell
97,605
-3,029
-3% -$652K 0.26% 83
2023
Q4 		$21.5M Buy
100,634
+1,111
+1% +$214K 0.27% 77
2023
Q3 		$18.8M Buy
99,523
+64,596
+185% +$12.9M 0.29% 74
2023
Q2 		$19.9M Buy
34,927
+33,221
+1,947% +$6.28M 0.29% 71
2023
Q1 		$303K Sell
1,706
-104,626
-98% -$20.3M 0.01% 487
2022
Q4 		$19.5M Sell
106,332
-5,318
-5% -$986K 0.35% 66
2022
Q3 		$19.1M Sell
111,650
-443
-0.4% -$83.6K 0.43% 56
2022
Q2 		$19.7M Sell
112,093
-4,006
-3% -$774K 0.44% 56
2022
Q1 		$24.7M Sell
116,099
-1,210
-1% -$255K 0.54% 51
2021
Q4 		$26.5M Sell
117,309
-2,617
-2% -$595K 0.63% 42
2021
Q3 		$26.2M Sell
119,926
-6,528
-5% -$1.45M 0.72% 37
2021
Q2 		$28.5M Sell
126,454
-2,521
-2% -$559K 0.79% 31
2021
Q1 		$27.6M Buy
128,975
+22,431
+21% +$4.73M 0.88% 27
2020
Q4 		$20.7M Sell
106,544
-9,970
-9% -$1.76M 0.73% 31
2020
Q3 		$17.9M Sell
116,514
-333,350
-74% -$51.2M 0.77% 29
2020
Q2 		$65.6M Sell
449,864
-255,299
-36% -$34.3M 2.8% 5
2020
Q1 		$81.4M Buy
705,163
+55,868
+9% +$8.4M 3.98% 4
2019
Q4 		$108M Buy
649,295
+26,338
+4% +$4.2M 4.43% 4
2019
Q3 		$95.9M Buy
622,957
+70,501
+13% +$10.9M 4.75% 4
2019
Q2 		$86.5M Buy
552,456
+44,459
+9% +$6.87M 5.41% 4
2019
Q1 		$77.6M Buy
507,997
+16,255
+3% +$2.42M 7.46% 1
2018
Q4 		$64.9M Sell
491,742
-2,855
-0.6% -$416K 5.01% 3
2018
Q3 		$80.4M Buy
494,597
+3,675
+0.7% +$594K 6.28% 3
2018
Q2 		$76.4M Buy
490,922
+25,382
+5% +$3.88M 7.21% 3
2018
Q1 		$68.4M Buy
465,540
+29,375
+7% +$4.39M 6.61% 3
2017
Q4 		$64.5M Buy
436,165
+25,032
+6% +$3.62M 6.8% 3
2017
Q3 		$58.1M Buy
411,133
+32,598
+9% +$4.44M 6.71% 3
2017
Q2 		$51.3M Buy
378,535
+43,350
+13% +$5.81M 6.29% 3
2017
Q1 		$44.7M Buy
+335,185
New +$44.3M 6.16% 3

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

EP Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.8% in Q2 2026, buying an estimated $853K and bringing the position to 109,265 shares worth $33.1M. The position accounts for 0.13% of the portfolio, ranked #127.

EP Wealth Advisors first reported a position in VB in Q1 2017 and has held it in 37 quarters since. The position peaked at $108M in Q4 2019. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • EP Wealth Advisors held 109,265 shares of Vanguard Morningstar Small-Cap ETF worth $33.1M as of Q2 2026.
  • EP Wealth Advisors bought 2,977 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $853K.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of EP Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • EP Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2017 and has held it in 37 quarters since.
  • EP Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $108M in Q4 2019.
  • 2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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