EP Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.44M	Buy	17,403 +5,151	+42%	+$409K	0.01%	660
2026 Q1	$832K	Sell	12,252 -1,188	-9%	-$85.9K	﹤0.01%	706
2025 Q4	$996K	Buy	+13,440	New	+$989K	0.01%	626
2025 Q2	$648K	Buy	9,798 +2,628	+37%	+$156K	﹤0.01%	683
2025 Q1	$400K	Sell	7,170 -6	-0.1%	-$364	﹤0.01%	787
2024 Q4	$438K	Sell	7,176 -1,866	-21%	-$112K	﹤0.01%	736
2024 Q3	$520K	Buy	9,042 +3,060	+51%	+$170K	﹤0.01%	683
2024 Q2	$332K	Buy	5,982 +1,122	+23%	+$58.2K	﹤0.01%	624
2024 Q1	$247K	Buy	4,860 +24	+0.5%	+$1.16K	﹤0.01%	680
2023 Q4	$218K	Buy	4,836 +666	+16%	+$28.5K	﹤0.01%	694
2023 Q3	$171K	Sell	4,170 -16,632	-80%	-$707K	﹤0.01%	682
2023 Q2	$202K	Buy	+20,802	New	+$827K	﹤0.01%	657

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

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

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

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

EP Wealth Advisors increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 42% in Q2 2026, buying an estimated $409K and bringing the position to 17,403 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #660.

EP Wealth Advisors first reported a position in VOOG in Q2 2023 and has held it in 12 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

EP Wealth Advisors held 17,403 shares of Vanguard S&P 500 Growth ETF worth $1.44M as of Q2 2026.
EP Wealth Advisors bought 5,151 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $409K.
Vanguard S&P 500 Growth ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #660 holding.
EP Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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