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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EP Wealth Advisors's VIGI Position: Q1 2026 in Review

EP Wealth Advisors increased its Vanguard International Dividend Appreciation ETF (VIGI) stake by 11% in Q1 2026, buying an estimated $65.2M and bringing the position to 7,239,592 shares worth $640M. The position accounts for 3.15% of the portfolio, ranked #5.

EP Wealth Advisors first reported a position in VIGI in Q4 2018 and has held it in 28 quarters since. 590 funds tracked by Wall St. Rank hold VIGI as of Q1 2026.

  • EP Wealth Advisors held 7,239,592 shares of Vanguard International Dividend Appreciation ETF worth $640M as of Q1 2026.
  • EP Wealth Advisors bought 706,440 Vanguard International Dividend Appreciation ETF shares in Q1 2026, an estimated $65.2M.
  • Vanguard International Dividend Appreciation ETF made up 3.15% of EP Wealth Advisors's portfolio in Q1 2026, its #5 holding.
  • EP Wealth Advisors first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2018 and has held it in 28 quarters since.
  • 590 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.