Position history for EP Wealth Advisors, LLC's holdings in VANGUARD BD INDEX FD INC
EP Wealth Advisors, LLC holds 8.6M shares of BIV (VANGUARD BD INDEX FD INC), worth $672.6M as of 2025-Q4. The position was increased (++42.2% shares). BIV represents 3.5% of EP Wealth Advisors, LLC's portfolio.
Current Value
$672.6M
Current Shares
8.6M
Total Value Change
+$508.3M
Total Shares Change
+6.4M
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 |
| 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 |