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Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in VANGUARD INTERMEDIATE-TERM B

EP Wealth Advisors, LLC holds 12.2M shares of BIV (VANGUARD INTERMEDIATE-TERM B), worth $934.1M as of 2026-Q2. The position was increased (+18.9% shares). BIV represents 3.6% of EP Wealth Advisors, LLC's portfolio.

Current Value

$934.1M

Current Shares

12.2M

Total Value Change

+$696M

Total Shares Change

+9.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
12.2M
+18.9%
$934.1M3.6%$76.14
69
2026-Q1
Increased
10.2M
+18.6%
$790.4M3.9%$75.78
68
2025-Q4
Increased
8.6M
+42.2%
$672.6M3.5%$75.96
78
2025-Q2
Increased
6.1M
+12.6%
$469.6M3.1%$73.65
65
2025-Q1
Increased
5.4M
+17.9%
$413.1M3.3%$72.18
67
2024-Q4
Increased
4.6M
+50.6%
$341.9M2.8%$69.99
74
2024-Q3
Increased
3M
+38.5%
$238.1M2.0%$72.47
69

Other major holders of BIV: Steward Partners Investment Advisory, LLC, WELLS FARGO & COMPANY/MN

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