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EP Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

EP Wealth Advisors’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.03M Buy
17,530
+1,040
+6% +$347K 0.02% 348
2026
Q1 		$4.93M Buy
16,490
+519
+3% +$162K 0.02% 312
2025
Q4 		$5.03M Buy
+15,971
New +$4.99M 0.03% 278
2025
Q2 		$4.49M Sell
15,736
-199
-1% -$52.4K 0.03% 281
2025
Q1 		$4.1M Buy
15,935
+3,316
+26% +$898K 0.03% 247
2024
Q4 		$3.4M Buy
12,619
+368
+3% +$99.7K 0.03% 267
2024
Q3 		$3.23M Buy
12,251
+453
+4% +$115K 0.03% 272
2024
Q2 		$2.94M Sell
11,798
-692
-6% -$166K 0.03% 234
2024
Q1 		$2.99M Buy
12,490
+14
+0.1% +$3.2K 0.04% 223
2023
Q4 		$2.72M Buy
12,476
+136
+1% +$27.8K 0.03% 222
2023
Q3 		$2.41M Buy
12,340
+11,346
+1,141% +$2.31M 0.04% 219
2023
Q2 		$3.69M Sell
994
-3,178,159
-100% -$609M 0.05% 180
2023
Q1 		$793M Buy
3,179,153
+3,159,351
+15,955% +$575M 13.64% 1
2022
Q4 		$3.45M Buy
19,802
+3,770
+24% +$661K 0.06% 161
2022
Q3 		$2.62M Buy
16,032
+240
+2% +$43.6K 0.06% 169
2022
Q2 		$2.72M Sell
15,792
-22
-0.1% -$4.13K 0.06% 165
2022
Q1 		$3.3M Sell
15,814
-443
-3% -$91K 0.07% 151
2021
Q4 		$3.59M Buy
16,257
+7,924
+95% +$1.7M 0.08% 134
2021
Q3 		$1.67M Sell
8,333
-119
-1% -$24.6K 0.05% 185
2021
Q2 		$1.7M Buy
8,452
+5,482
+185% +$1.07M 0.05% 195
2021
Q1 		$550K Buy
2,970
+486
+20% +$88.1K 0.02% 305
2020
Q4 		$437K Buy
2,484
+435
+21% +$72.3K 0.02% 290
2020
Q3 		$321K Buy
+2,049
New +$316K 0.01% 282
2020
Q2 		– Sell
-2,340
Closed -$316K – 302
2020
Q1 		$277K Buy
2,340
+695
+42% +$97.6K 0.01% 320
2019
Q4 		$243K Buy
+1,645
New +$233K 0.01% 365

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

EP Wealth Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.3% in Q2 2026, buying an estimated $347K and bringing the position to 17,530 shares worth $6.03M. The position accounts for 0.02% of the portfolio, ranked #348.

EP Wealth Advisors first reported a position in VV in Q4 2019 and has held it in 25 quarters since. The position peaked at $793M in Q1 2023. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • EP Wealth Advisors held 17,530 shares of Vanguard Morningstar Large-Cap ETF worth $6.03M as of Q2 2026.
  • EP Wealth Advisors bought 1,040 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $347K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #348 holding.
  • EP Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • EP Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $793M in Q1 2023.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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