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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q1 2026: 2,495 shares worth $508K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in VOOV as recently as Q2 2025.

EP Wealth Advisors first reported a position in VOOV in Q4 2023 and has held it in 4 quarters since. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

  • EP Wealth Advisors held 2,495 shares of Vanguard S&P 500 Value ETF worth $508K as of Q1 2026.
  • Vanguard S&P 500 Value ETF was a new EP Wealth Advisors position in Q1 2026.
  • Vanguard S&P 500 Value ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #889 holding.
  • EP Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q4 2023 and has held it in 4 quarters since.
  • 435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

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