Position history for EP Wealth Advisors, LLC's holdings in VANGUARD BD INDEX FDS
EP Wealth Advisors, LLC holds 10.2M shares of BIV (VANGUARD BD INDEX FDS), worth $790.4M as of 2026-Q1. The position was increased (+18.6% shares). BIV represents 3.9% of EP Wealth Advisors, LLC's portfolio.
Current Value
$790.4M
Current Shares
10.2M
Total Value Change
+$626.1M
Total Shares Change
+8M
Other major holders of BIV: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 10.2M |
+18.6% |
| $790.4M |
| 3.9% |
| $78.34 |
68 |
| 2025-Q4 | Increased | 8.6M | +42.2% | $672.6M | 3.5% | $77.83 | 78 |
| 2025-Q2 | Increased | 6.1M | +12.6% | $469.6M | 3.1% | $75.00 | 65 |
| 2025-Q1 | Increased | 5.4M | +17.9% | $413.1M | 3.3% | $73.59 | 67 |
| 2024-Q4 | Increased | 4.6M | +50.6% | $341.9M | 2.8% | $71.61 | 74 |
| 2024-Q3 | Increased | 3M | +38.5% | $238.1M | 2.0% | $74.22 | 69 |
| 2024-Q2 | Increased | 2.2M | +37.0% | $164.2M | 1.7% | $70.09 | 63 |