EP Wealth Advisors’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$771M	Buy	8,253,048 +1,013,456	+14%	+$93.9M	2.94%	6
2026 Q1	$640M	Buy	7,239,592 +706,440	+11%	+$65.2M	3.15%	5
2025 Q4	$597M	Buy	+6,533,152	New	+$591M	3.1%	6
2025 Q2	$435M	Buy	4,821,980 +523,978	+12%	+$45.3M	2.86%	4
2025 Q1	$356M	Buy	4,298,002 +540,548	+14%	+$44.9M	2.85%	5
2024 Q4	$301M	Buy	3,757,454 +655,933	+21%	+$55.1M	2.45%	5
2024 Q3	$274M	Buy	3,101,521 +435,854	+16%	+$37M	2.35%	5
2024 Q2	$217M	Buy	2,665,667 +317,770	+14%	+$25.5M	2.3%	5
2024 Q1	$191M	Buy	2,347,897 +188,061	+9%	+$15.1M	2.24%	6
2023 Q4	$171M	Buy	2,159,836 +174,495	+9%	+$12.9M	2.19%	7
2023 Q3	$142M	Buy	1,985,341 +110,037	+6%	+$8.18M	2.2%	6
2023 Q2	$122M	Buy	1,875,304 +1,755,953	+1,471%	+$132M	1.76%	9
2023 Q1	$18.4M	Sell	119,351 -1,187,960	-91%	-$86M	0.32%	66
2022 Q4	$91M	Buy	1,307,311 +266,318	+26%	+$18M	1.64%	8
2022 Q3	$64.5M	Buy	1,040,993 +310,741	+43%	+$21.2M	1.46%	10
2022 Q2	$50.1M	Buy	730,252 +173,133	+31%	+$12.7M	1.13%	15
2022 Q1	$44M	Buy	557,119 +198,080	+55%	+$15.8M	0.97%	21
2021 Q4	$30.7M	Buy	359,039 +69,050	+24%	+$6.13M	0.72%	37
2021 Q3	$25.3M	Buy	289,989 +109,217	+60%	+$9.76M	0.69%	39
2021 Q2	$15.8M	Buy	180,772 +114,143	+171%	+$9.86M	0.44%	52
2021 Q1	$5.52M	Buy	66,629 +62,619	+1,562%	+$5.22M	0.18%	88
2020 Q4	$326K	Hold	4,010	–	–	0.01%	333
2020 Q3	$289K	Buy	+4,010	New	+$286K	0.01%	294
2020 Q2	–	Sell	-4,010	Closed	-$254K	–	323
2020 Q1	$234K	Hold	4,010	–	–	0.01%	334
2019 Q4	$289K	Hold	4,010	–	–	0.01%	336
2019 Q3	$267K	Sell	4,010 -890	-18%	-$59.2K	0.01%	298
2019 Q2	$333K	Hold	4,900	–	–	0.02%	226
2019 Q1	$317K	Buy	4,900 +410	+9%	+$25.4K	0.03%	202
2018 Q4	$259K	Buy	+4,490	New	+$267K	0.02%	220

Other funds holding VIGI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

EP Wealth Advisors increased its Vanguard International Dividend Appreciation ETF (VIGI) stake by 14% in Q2 2026, buying an estimated $93.9M and bringing the position to 8,253,048 shares worth $771M. The position accounts for 2.94% of the portfolio, ranked #6.

EP Wealth Advisors first reported a position in VIGI in Q4 2018 and has held it in 29 quarters since. 606 funds tracked by Wall St. Rank hold VIGI as of Q2 2026.

EP Wealth Advisors held 8,253,048 shares of Vanguard International Dividend Appreciation ETF worth $771M as of Q2 2026.
EP Wealth Advisors bought 1,013,456 Vanguard International Dividend Appreciation ETF shares in Q2 2026, an estimated $93.9M.
Vanguard International Dividend Appreciation ETF made up 2.94% of EP Wealth Advisors's portfolio in Q2 2026, its #6 holding.
EP Wealth Advisors first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2018 and has held it in 29 quarters since.
606 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2026.

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