EP Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $347M | Buy |
505,167
+19,254
| +4% | +$12.8M | 1.33% | 17 |
|
|
2026
Q1 | $290M | Buy |
485,913
+132,189
| +37% | +$82.7M | 1.43% | 15 |
|
|
2025
Q4 | $222M | Buy |
+353,724
| New | +$220M | 1.15% | 21 |
|
|
2025
Q2 | $175M | Buy |
308,707
+123,964
| +67% | +$65.1M | 1.15% | 23 |
|
|
2025
Q1 | $94.9M | Buy |
184,743
+37,747
| +26% | +$20.4M | 0.76% | 30 |
|
|
2024
Q4 | $79.2M | Buy |
146,996
+51,301
| +54% | +$27.8M | 0.65% | 32 |
|
|
2024
Q3 | $50.5M | Buy |
95,695
+41,779
| +77% | +$21.2M | 0.43% | 56 |
|
|
2024
Q2 | $27M | Sell |
53,916
-1,026
| -2% | -$494K | 0.29% | 76 |
|
|
2024
Q1 | $26.4M | Buy |
54,942
+1,088
| +2% | +$498K | 0.31% | 74 |
|
|
2023
Q4 | $23.5M | Buy |
53,854
+8,287
| +18% | +$3.39M | 0.3% | 73 |
|
|
2023
Q3 | $17.9M | Buy |
45,567
+43,073
| +1,727% | +$17.6M | 0.28% | 75 |
|
|
2023
Q2 | $18.4M | Buy |
2,494
+1,204
| +93% | +$464K | 0.27% | 75 |
|
|
2023
Q1 | $240K | Sell |
1,290
-25,400
| -95% | -$9.32M | ﹤0.01% | 536 |
|
|
2022
Q4 | $9.38M | Sell |
26,690
-3,443
| -11% | -$1.22M | 0.17% | 88 |
|
|
2022
Q3 | $9.89M | Buy |
30,133
+3,864
| +15% | +$1.41M | 0.22% | 78 |
|
|
2022
Q2 | $9.11M | Sell |
26,269
-1,292
| -5% | -$487K | 0.21% | 81 |
|
|
2022
Q1 | $11.4M | Sell |
27,561
-593
| -2% | -$243K | 0.25% | 72 |
|
|
2021
Q4 | $12.3M | Buy |
28,154
+9,641
| +52% | +$4.07M | 0.29% | 64 |
|
|
2021
Q3 | $7.3M | Sell |
18,513
-4,504
| -20% | -$1.83M | 0.2% | 68 |
|
|
2021
Q2 | $9.06M | Buy |
23,017
+523
| +2% | +$201K | 0.25% | 70 |
|
|
2021
Q1 | $8.2M | Buy |
22,494
+13,284
| +144% | +$4.71M | 0.26% | 67 |
|
|
2020
Q4 | $3.17M | Sell |
9,210
-1,364
| -13% | -$445K | 0.11% | 101 |
|
|
2020
Q3 | $3.25M | Sell |
10,574
-5,477
| -34% | -$1.67M | 0.14% | 83 |
|
|
2020
Q2 | $4.55M | Sell |
16,051
-454
| -3% | -$122K | 0.19% | 78 |
|
|
2020
Q1 | $3.91M | Buy |
16,505
+3,014
| +22% | +$844K | 0.19% | 83 |
|
|
2019
Q4 | $3.99M | Buy |
13,491
+9,096
| +207% | +$2.57M | 0.16% | 92 |
|
|
2019
Q3 | $1.2M | Buy |
4,395
+920
| +26% | +$250K | 0.06% | 134 |
|
|
2019
Q2 | $935K | Buy |
+3,475
| New | +$919K | 0.06% | 137 |
|
|
2019
Q1 | – | Sell |
-2,510
| Closed | -$577K | – | 278 |
|
|
2018
Q4 | $577K | Sell |
2,510
-110
| -4% | -$27.2K | 0.04% | 169 |
|
|
2018
Q3 | $700K | Buy |
2,620
+1,417
| +118% | +$371K | 0.05% | 147 |
|
|
2018
Q2 | $300K | Buy |
1,203
+100
| +9% | +$24.8K | 0.03% | 154 |
|
|
2018
Q1 | $267K | Sell |
1,103
-101
| -8% | -$25.3K | 0.03% | 171 |
|
|
2017
Q4 | $295K | Hold |
1,204
| – | – | 0.03% | 148 |
|
|
2017
Q3 | $278K | Sell |
1,204
-66
| -5% | -$14.9K | 0.03% | 141 |
|
|
2017
Q2 | $282K | Buy |
+1,270
| New | +$280K | 0.03% | 141 |
|
Other funds holding VOO
AA
EP Wealth Advisors's VOO Position: Q2 2026 in Review
EP Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 4% in Q2 2026, buying an estimated $12.8M and bringing the position to 505,167 shares worth $347M. The position accounts for 1.33% of the portfolio, ranked #17.
EP Wealth Advisors first reported a position in VOO in Q2 2017 and has held it in 35 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- EP Wealth Advisors held 505,167 shares of Vanguard S&P 500 ETF worth $347M as of Q2 2026.
- EP Wealth Advisors bought 19,254 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $12.8M.
- Vanguard S&P 500 ETF made up 1.33% of EP Wealth Advisors's portfolio in Q2 2026, its #17 holding.
- EP Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2017 and has held it in 35 quarters since.
- 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.