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BND
Showing 7 of 26 quarters

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

EP Wealth Advisors, LLC holds 1M shares of BND (VANGUARD BD INDEX FDS), worth $74M as of 2026-Q1. The position was increased (+32.5% shares). BND represents 0.4% of EP Wealth Advisors, LLC's portfolio.

Current Value

$74M

Current Shares

1M

Total Value Change

+$68.8M

Total Shares Change

+932,407

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1M
+32.5%
$74M0.4%$74.56
45
2025-Q4
Increased
758,193
+1015.4%
$56.2M0.3%$74.02
57
2025-Q2
Decreased
67,977
-14.2%
$5M0.0%$71.45
0
2025-Q1
Decreased
79,249
-1.5%
$5.8M0.0%$70.73
0
2024-Q4
Increased
80,483
+17.7%
$5.8M0.0%$69.06
32
2024-Q3
Decreased
68,377
-4.9%
$5.1M0.0%$71.29
0
2024-Q2
Increased
71,868
+19.3%
$5.2M0.1%$67.61
32

Other major holders of BND: JPMORGAN CHASE & CO, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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