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EP Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

EP Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.59B Buy
21,907,578
+1,122,198
+5% +$87.3M 7.84% 2
2025
Q4 		$1.69B Buy
+20,785,380
New +$1.69B 8.78% 1
2025
Q2 		$1.52B Buy
20,778,678
+759,894
+4% +$50M 9.98% 1
2025
Q1 		$1.24B Buy
20,018,784
+657,924
+3% +$44.4M 9.88% 1
2024
Q4 		$1.32B Buy
19,360,860
+300,492
+2% +$20.2M 10.81% 1
2024
Q3 		$1.22B Buy
19,060,368
+1,167,036
+7% +$72.3M 10.48% 1
2024
Q2 		$1.12B Buy
17,893,332
+424,968
+2% +$24.8M 11.85% 1
2024
Q1 		$1B Buy
17,468,364
+105,654
+0.6% +$5.81M 11.71% 1
2023
Q4 		$900M Buy
17,362,710
+359,754
+2% +$17.4M 11.47% 1
2023
Q3 		$772M Buy
17,002,956
+15,264,906
+878% +$721M 11.97% 1
2023
Q2 		$917M Sell
1,738,050
-13,923,924
-89% -$604M 13.22% 1
2023
Q1 		$361M Sell
15,661,974
-2,179,650
-12% -$84.8M 6.2% 2
2022
Q4 		$634M Buy
17,841,624
+1,298,454
+8% +$47.8M 11.42% 1
2022
Q3 		$590M Buy
16,543,170
+1,228,104
+8% +$49.4M 13.38% 1
2022
Q2 		$569M Buy
15,315,066
+1,656,258
+12% +$68M 12.81% 1
2022
Q1 		$655M Buy
13,658,808
+1,235,262
+10% +$58.4M 14.37% 1
2021
Q4 		$664M Buy
12,423,546
+359,868
+3% +$18.7M 15.71% 1
2021
Q3 		$583M Buy
12,063,678
+853,752
+8% +$42.5M 16% 1
2021
Q2 		$536M Buy
11,209,926
+1,455,420
+15% +$66.1M 14.86% 1
2021
Q1 		$418M Buy
9,754,506
+1,240,710
+15% +$53.1M 13.29% 1
2020
Q4 		$359M Buy
8,513,796
+811,278
+11% +$32.4M 12.64% 1
2020
Q3 		$292M Buy
7,702,518
+905,436
+13% +$33.4M 12.57% 1
2020
Q2 		$229M Buy
6,797,082
+938,514
+16% +$28.9M 9.78% 3
2020
Q1 		$153M Buy
5,858,568
+424,380
+8% +$12.7M 7.49% 3
2019
Q4 		$165M Buy
5,434,188
+321,582
+6% +$9.29M 6.79% 3
2019
Q3 		$142M Buy
5,112,606
+205,182
+4% +$5.69M 7.03% 3
2019
Q2 		$134M Buy
+4,907,424
New +$131M 8.35% 2
2019
Q1 		– Sell
-4,049,364
Closed -$90.7M – 283
2018
Q4 		$90.7M Buy
4,049,364
+445,500
+12% +$10.8M 6.99% 2
2018
Q3 		$96.7M Buy
3,603,864
+190,788
+6% +$4.99M 7.56% 2
2018
Q2 		$85.2M Buy
3,413,076
+75,126
+2% +$1.84M 8.04% 2
2018
Q1 		$78.9M Buy
3,337,950
+28,032
+0.8% +$683K 7.63% 2
2017
Q4 		$77.6M Buy
3,309,918
+68,922
+2% +$1.58M 8.19% 2
2017
Q3 		$71.7M Buy
3,240,996
+212,190
+7% +$4.61M 8.28% 2
2017
Q2 		$64.1M Buy
3,028,806
+135,840
+5% +$2.85M 7.86% 2
2017
Q1 		$58.7M Buy
2,892,966
+240,576
+9% +$4.75M 8.09% 2
2016
Q4 		$42M Buy
2,652,390
+250,014
+10% +$4.62M 6.14% 4
2016
Q3 		$45M Buy
2,402,376
+45,816
+2% +$852K 7.03% 3
2016
Q2 		$42.1M Sell
2,356,560
-26,700
-1% -$475K 6.71% 3
2016
Q1 		$42.3M Buy
2,383,260
+120,564
+5% +$2.02M 6.48% 3
2015
Q4 		$40.1M Buy
2,262,696
+41,454
+2% +$743K 6.74% 2
2015
Q3 		$37.1M Buy
2,221,242
+187,446
+9% +$3.32M 7.08% 2
2015
Q2 		$36.3M Buy
2,033,796
+72,768
+4% +$1.32M 6.8% 2
2015
Q1 		$34.2M Buy
1,961,028
+341,586
+21% +$6.06M 6.43% 2
2014
Q4 		$28.2M Buy
1,619,442
+193,914
+14% +$3.3M 4.64% 4
2014
Q3 		$23.7M Buy
+1,425,528
New +$23.7M 3.83% 5

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

EP Wealth Advisors increased its Vanguard Growth ETF (VUG) stake by 5.4% in Q1 2026, buying an estimated $87.3M and bringing the position to 21,907,578 shares worth $1.59B. The position accounts for 7.84% of the portfolio, ranked #2.

EP Wealth Advisors first reported a position in VUG in Q3 2014 and has held it in 45 quarters since. The position peaked at $1.69B in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • EP Wealth Advisors held 21,907,578 shares of Vanguard Growth ETF worth $1.59B as of Q1 2026.
  • EP Wealth Advisors bought 1,122,198 Vanguard Growth ETF shares in Q1 2026, an estimated $87.3M.
  • Vanguard Growth ETF made up 7.84% of EP Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • EP Wealth Advisors first reported a position in Vanguard Growth ETF in Q3 2014 and has held it in 45 quarters since.
  • EP Wealth Advisors's Vanguard Growth ETF position peaked at $1.69B in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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