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Showing 7 of 25 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in VANGUARD BD INDEX FDS

Yes. EP Wealth Advisors holds 12,178,869 shares of BIV, worth $934.1M, as of its Q2 2026 13F filing. It increased the position by 1,938,104 shares (+18.9%) from Q1 2026. EP Wealth Advisors has held BIV since Q1 2020, across 25 quarterly 13F filings. BIV is 3.6% of EP Wealth Advisors' reported 13F 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: WELLS FARGO & COMPANY/MN, ENVESTNET ASSET MANAGEMENT INC

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