EP Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.42M | Buy |
40,904
+18,316
| +81% | +$2.79M | 0.02% | 337 |
|
|
2026
Q1 | $3.12M | Sell |
22,588
-7,175
| -24% | -$1.03M | 0.02% | 389 |
|
|
2025
Q4 | $4.2M | Buy |
+29,763
| New | +$4.16M | 0.02% | 309 |
|
|
2025
Q2 | $1.38M | Sell |
10,701
-581
| -5% | -$69.5K | 0.01% | 501 |
|
|
2025
Q1 | $1.31M | Buy |
11,282
+1,345
| +14% | +$161K | 0.01% | 439 |
|
|
2024
Q4 | $1.17M | Sell |
9,937
-14,324
| -59% | -$1.72M | 0.01% | 459 |
|
|
2024
Q3 | $2.9M | Buy |
24,261
+16,030
| +195% | +$1.84M | 0.03% | 294 |
|
|
2024
Q2 | $927K | Buy |
8,231
+584
| +8% | +$64.4K | 0.01% | 407 |
|
|
2024
Q1 | $845K | Buy |
7,647
+225
| +3% | +$23.8K | 0.01% | 406 |
|
|
2023
Q4 | $764K | Sell |
7,422
-1,017
| -12% | -$97.9K | 0.01% | 412 |
|
|
2023
Q3 | $786K | Buy |
8,439
+5,220
| +162% | +$507K | 0.01% | 373 |
|
|
2023
Q2 | $2.04M | Buy |
3,219
+748
| +30% | +$70.1K | 0.03% | 237 |
|
|
2023
Q1 | $270K | Sell |
2,471
-6,888
| -74% | -$624K | ﹤0.01% | 510 |
|
|
2022
Q4 | $807K | Sell |
9,359
-1,125
| -11% | -$96.1K | 0.01% | 318 |
|
|
2022
Q3 | $827K | Buy |
10,484
+90
| +0.9% | +$7.91K | 0.02% | 249 |
|
|
2022
Q2 | $887K | Sell |
10,394
-1,105
| -10% | -$102K | 0.02% | 274 |
|
|
2022
Q1 | $1.17M | Sell |
11,499
-2,469
| -18% | -$250K | 0.03% | 254 |
|
|
2021
Q4 | $1.5M | Buy |
13,968
+2,353
| +20% | +$250K | 0.04% | 213 |
|
|
2021
Q3 | $1.18M | Sell |
11,615
-628
| -5% | -$65.8K | 0.03% | 222 |
|
|
2021
Q2 | $1.27M | Buy |
12,243
+301
| +3% | +$30.7K | 0.04% | 222 |
|
|
2021
Q1 | $1.16M | Sell |
11,942
-388
| -3% | -$37.3K | 0.04% | 214 |
|
|
2020
Q4 | $1.14M | Sell |
12,330
-1,259
| -9% | -$109K | 0.04% | 178 |
|
|
2020
Q3 | $1.1M | Sell |
13,589
-1,768
| -12% | -$142K | 0.05% | 154 |
|
|
2020
Q2 | $1.15M | Sell |
15,357
-3,316
| -18% | -$234K | 0.05% | 164 |
|
|
2020
Q1 | $1.17M | Sell |
18,673
-7,059
| -27% | -$532K | 0.06% | 154 |
|
|
2019
Q4 | $2.08M | Buy |
25,732
+5,586
| +28% | +$435K | 0.09% | 132 |
|
|
2019
Q3 | $1.51M | Buy |
+20,146
| New | +$1.5M | 0.07% | 119 |
|
|
2016
Q1 | – | Sell |
-4,231
| Closed | -$244K | – | 166 |
|
|
2015
Q4 | $244K | Sell |
4,231
-500
| -11% | -$29.3K | 0.04% | 128 |
|
|
2015
Q3 | $262K | Buy |
4,731
+135
| +3% | +$8.02K | 0.05% | 114 |
|
|
2015
Q2 | $283K | Sell |
4,596
-1,877
| -29% | -$119K | 0.05% | 97 |
|
|
2015
Q1 | $399K | Sell |
6,473
-99,318
| -94% | -$6.06M | 0.08% | 79 |
|
|
2014
Q4 | $6.36M | Buy |
+105,791
| New | +$6.36M | 1.05% | 37 |
|
|
2014
Q3 | – | Sell |
-3,443
| Closed | -$214K | – | 120 |
|
|
2014
Q2 | $214K | Sell |
3,443
-1,046
| -23% | -$63.5K | 0.05% | 110 |
|
|
2014
Q1 | $268K | Sell |
4,489
-67,199
| -94% | -$3.94M | 0.07% | 86 |
|
|
2013
Q4 | $4.26M | Buy |
+71,688
| New | +$4.13M | 1.1% | 36 |
|
Other funds holding VT
RIM
CA
BT
EP Wealth Advisors's VT Position: Q2 2026 in Review
EP Wealth Advisors increased its Vanguard Total World Stock ETF (VT) stake by 81% in Q2 2026, buying an estimated $2.79M and bringing the position to 40,904 shares worth $6.42M. The position accounts for 0.02% of the portfolio, ranked #337.
EP Wealth Advisors first reported a position in VT in Q4 2013 and has held it in 35 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.
- EP Wealth Advisors held 40,904 shares of Vanguard Total World Stock ETF worth $6.42M as of Q2 2026.
- EP Wealth Advisors bought 18,316 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.79M.
- Vanguard Total World Stock ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #337 holding.
- EP Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2013 and has held it in 35 quarters since.
- 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.