EP Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$514K	Sell	2,343 -152	-6%	-$32.8K	﹤0.01%	1019
2026 Q1	$508K	Buy	+2,495	New	+$522K	﹤0.01%	889
2025 Q2	$434K	Buy	+2,301	New	+$414K	﹤0.01%	838
2024 Q2	–	Sell	-625	Closed	-$113K	–	891
2024 Q1	$113K	Buy	625 +7	+1%	+$1.2K	﹤0.01%	800
2023 Q4	$104K	Buy	+618	New	+$96K	﹤0.01%	789

Other funds holding VOOV

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

EP Wealth Advisors reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 6.1% in Q2 2026, selling an estimated $32.8K and leaving 2,343 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

EP Wealth Advisors first reported a position in VOOV in Q4 2023 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

EP Wealth Advisors held 2,343 shares of Vanguard S&P 500 Value ETF worth $514K as of Q2 2026.
EP Wealth Advisors sold 152 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $32.8K.
Vanguard S&P 500 Value ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1019 holding.
EP Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q4 2023 and has held it in 5 quarters since.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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