EP Wealth Advisors, LLC's ownership history for VLUE


EP Wealth Advisors, LLC currently holds 24.7K shares with a market value of $3.4M. It started holding VLUE on 2024-09-30. At its peak, it held 27.6K shares on 2024-09-30. Its highest holding value was $3.4M on 2025-12-31. At its lowest, it held 24.7K shares on 2025-12-31, with a value of $2.7M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 755. In the recent year, EP Wealth Advisors, LLC has decreased its shares by 2.9K.


EP Wealth Advisors, LLC's ownership history for VLUE