Ep Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 62,084 shares of VO stock, worth $17.8 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
62,084
Previous 51,092 21.51%
Holding current value
$17.8 Million
Previous $13.2 Million 31.48%
% of portfolio
0.12%
Previous 0.11%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$228.54 - $279.83 $2.51 Million - $3.08 Million
10,992 Added 21.51%
62,084 $17.4 Million
Q1 2025

May 15, 2025
BUY
$251.87 - $277.95 $5.51 Million - $6.08 Million
21,870 Added 74.84%
51,092 $13.2 Million
Q4 2024

Feb 13, 2025
BUY
$261.5 - $284.63 $112,968 - $122,960
432 Added 1.5%
29,222 $7.72 Million
Q3 2024

Nov 14, 2024
BUY
$237.84 - $263.83 $636,459 - $706,009
2,676 Added 10.25%
28,790 $7.6 Million
Q2 2024

Aug 19, 2024
SELL
$234.99 - $248.98 $1.28 Million - $1.36 Million
-5,443 Reduced 17.25%
26,114 $6.32 Million
Q1 2024

May 14, 2024
BUY
$225.86 - $249.86 $2.52 Million - $2.78 Million
11,143 Added 54.59%
31,557 $7.88 Million
Q4 2023

Feb 28, 2024
SELL
$195.66 - $233.95 $25,240 - $30,179
-129 Reduced 0.63%
20,414 $4.75 Million
Q3 2023

Nov 22, 2023
SELL
$206.6 - $228.23 $15.6 Million - $17.2 Million
-75,364 Reduced 78.58%
20,543 $4.28 Million
Q2 2023

Aug 14, 2023
BUY
$203.43 - $220.16 $12.4 Million - $13.4 Million
60,980 Added 174.59%
95,907 $21.1 Million
Q1 2023

Jun 05, 2023
BUY
$200.2 - $225.98 $3.97 Million - $4.48 Million
19,810 Added 131.04%
34,927 $7.37 Million
Q4 2022

Jun 12, 2023
SELL
$186.57 - $217.26 $3.74 Million - $4.35 Million
-20,036 Reduced 57.37%
14,891 $3.03 Million
Q3 2022

Dec 02, 2022
BUY
$187.98 - $227.42 $974,676 - $1.18 Million
5,185 Added 52.2%
15,117 $2.84 Million
Q2 2022

Aug 11, 2022
SELL
$190.36 - $240.41 $177,034 - $223,581
-930 Reduced 8.56%
9,932 $1.96 Million
Q1 2022

May 20, 2022
BUY
$219.86 - $253.39 $31,439 - $36,234
143 Added 1.33%
10,862 $2.58 Million
Q4 2021

Feb 17, 2022
BUY
$236.98 - $261.2 $471,353 - $519,526
1,989 Added 22.78%
10,719 $2.73 Million
Q3 2021

Nov 23, 2021
BUY
$229.88 - $249.8 $1.67 Million - $1.82 Million
7,270 Added 497.95%
8,730 $2.07 Million
Q3 2021

Nov 16, 2021
SELL
$229.88 - $249.8 $1.64 Million - $1.78 Million
-7,113 Reduced 82.97%
1,460 $2.07 Million
Q2 2021

Aug 24, 2021
BUY
$223.23 - $238.25 $1.04 Million - $1.11 Million
4,644 Added 118.2%
8,573 $2.04 Million
Q1 2021

May 17, 2021
BUY
$203.74 - $225.89 $347,784 - $385,594
1,707 Added 76.82%
3,929 $870,000
Q4 2020

Feb 18, 2021
BUY
$176.14 - $208.21 $36,108 - $42,683
205 Added 10.16%
2,222 $459,000
Q3 2020

Nov 17, 2020
SELL
$164.39 - $185.0 $78,085 - $87,875
-475 Reduced 19.06%
2,017 $356,000
Q2 2020

Aug 14, 2020
SELL
$124.34 - $175.42 $242,463 - $342,069
-1,950 Reduced 43.9%
2,492 $408,000
Q1 2020

May 18, 2020
BUY
$112.37 - $186.27 $98,323 - $162,986
875 Added 24.53%
4,442 $585,000
Q4 2019

Feb 14, 2020
SELL
$162.13 - $178.73 $29,345 - $32,350
-181 Reduced 4.83%
3,567 $636,000
Q3 2019

Nov 18, 2019
BUY
$166.82 - $169.81 $31,862 - $32,433
191 Added 5.37%
3,748 $628,000
Q2 2019

Aug 27, 2019
BUY
N/A
3,557 New
3,557 $595,000
Q1 2019

May 20, 2019
SELL
N/A
-2,539 Closed
0 $0
Q4 2018

Feb 19, 2019
BUY
N/A
537 Added 26.82%
2,539 $351,000
Q1 2018

May 15, 2018
SELL
N/A
-347 Reduced 14.77%
2,002 $309,000
Q4 2017

Feb 15, 2018
SELL
N/A
-135 Reduced 5.43%
2,349 $364,000
Q3 2017

Nov 15, 2017
BUY
N/A
590 Added 31.15%
2,484 $365,000
Q2 2017

Aug 17, 2017
BUY
N/A
1,894
1,894 $270,000

Others Institutions Holding VO

# of Institutions
2,519
Shares Held
221M
Call Options Held
55K
Put Options Held
34.5K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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