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BIV
Showing 7 of 24 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
10.2M
+18.6%
$790.4M3.9%$78.34
68
2025-Q4
Increased
8.6M
+42.2%
$672.6M3.5%$77.83
78
2025-Q2
Increased
6.1M
+12.6%
$469.6M3.1%$75.00
65
2025-Q1
Increased
5.4M
+17.9%
$413.1M3.3%$73.59
67
2024-Q4
Increased
4.6M
+50.6%
$341.9M2.8%$71.61
74
2024-Q3
Increased
3M
+38.5%
$238.1M2.0%$74.22
69
2024-Q2
Increased
2.2M
+37.0%
$164.2M1.7%$70.09
63

Other major holders of BIV: WELLS FARGO & COMPANY/MN, ENVESTNET ASSET MANAGEMENT INC

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