Vanguard Index Funds - Vanguard Large-Cap ETF
US ˙ ARCA ˙ US9229086379

SecurityVV / Vanguard Index Funds - Vanguard Large-Cap ETF
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership16,490 shares
Latest Disclosed Value $ 4,928,006
EP Wealth Advisors, Inc. reports 3.25% increase in ownership of VV / Vanguard Index Funds - Vanguard Large-Cap ETF

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 16,490 shares of Vanguard Index Funds - Vanguard Large-Cap ETF (US:VV) valued at $4,928,036 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 15,971 shares of Vanguard Index Funds - Vanguard Large-Cap ETF. This represents a change in shares of 3.25% during the quarter. The current value of the position is $5,602,642 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 16,490 519 3.25 4,928 -1.97 0.0242
2026-02-18 2025-12-31 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 15,971 235 1.49 5,028 11.98 0.0261
2025-08-14 2025-06-30 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 15,736 -199 -1.25 4,489 9.62 0.0295
2025-05-15 2025-03-31 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 15,935 3,316 26.28 4,096 20.33 0.0327
2025-02-14 2024-12-31 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 12,619 368 3.00 3,403 5.52 0.0278
2024-11-15 2024-09-30 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 12,251 453 3.84 3,226 9.54 0.0277
2024-08-19 2024-06-30 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 11,798 -692 -5.54 2,945 -1.67 0.0313
2024-05-14 2024-03-31 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 12,490 14 0.11 2,995 10.03 0.0350
2024-02-28 2023-12-31 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 12,476 136 1.10 2,722 12.72 0.0347
2023-11-24 2023-09-30 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 12,340 11,346 1,141.45 2,415 -34.56 0.0375
2023-08-14 2023-06-30 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 994 -3,178,159 -99.97 3,689 -99.53 0.0532
2023-06-05 2023-03-31 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 3,179,153 3,159,351 15,954.71 793,008 22,892.40 13.6386
2023-06-12 2022-12-31 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 19,802 3,770 23.52 3,450 31.54 0.0622
2022-12-02 2022-09-30 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 16,032 240 1.52 2,622 -3.67 0.0595
2022-08-11 2022-06-30 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 15,792 -22 -0.14 2,722 -17.44 0.0613
2022-05-20 2022-03-31 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 15,814 -443 -2.72 3,297 -8.24 0.0724
2022-02-17 2021-12-31 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 16,257 7,924 95.09 3,593 114.64 0.0849
2021-11-23 2021-09-30 13F/A-1 VANGUARD INDEX FDS LARGE CAP ETF 922908637 8,333 -119 -1.41 1,674 -1.36 0.0459
2021-11-16 2021-09-30 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 30,274 21,822 1,674 0.0459
2021-08-24 2021-06-30 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 8,452 5,482 184.58 1,697 208.55 0.0470
2021-05-17 2021-03-31 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 2,970 486 19.57 550 25.86 0.0175
2021-02-18 2020-12-31 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 2,484 435 21.23 437 36.14 0.0154
2020-11-17 2020-09-30 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 2,049 2,049 -17.51 321 4.56 0.0138
2020-08-14 2020-06-30 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 0 -2,340 -100.00 307 10.83 0.0131
2020-05-18 2020-03-31 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 2,340 695 42.25 277 13.99 0.0136
2020-02-14 2019-12-31 13F VANGUARD INDEX FDS LARGE CAP ETF 922908637 1,645 1,645 243 0.0100
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.