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EP Wealth Advisors’s Vontier VNT Stock Holding History

EP Wealth Advisors’s Portfolio VNT Stock Details VNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$314K Buy
8,506
+491
+6% +$16.7K ﹤0.01% 990
2025
Q1 		$263K Buy
8,015
+2,053
+34% +$74.8K ﹤0.01% 984
2024
Q4 		$217K Buy
+5,962
New +$220K ﹤0.01% 1031

Other funds holding VNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's VNT Position: Q2 2025 in Review

EP Wealth Advisors increased its Vontier (VNT) stake by 6.1% in Q2 2025, buying an estimated $16.7K and bringing the position to 8,506 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

EP Wealth Advisors first reported a position in VNT in Q4 2024 and has held it in 3 quarters since. 489 funds tracked by Wall St. Rank hold VNT as of Q2 2025.

  • EP Wealth Advisors held 8,506 shares of Vontier worth $314K as of Q2 2025.
  • EP Wealth Advisors bought 491 Vontier shares in Q2 2025, an estimated $16.7K.
  • Vontier made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #990 holding.
  • EP Wealth Advisors first reported a position in Vontier in Q4 2024 and has held it in 3 quarters since.
  • 489 funds tracked by Wall St. Rank held Vontier as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.