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
Other major holders of BND: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC
Increased |
| 1M |
+32.5% |
| $74M |
| 0.4% |
| $74.56 |
45 |
| 2025-Q4 | Increased | 758,193 | +1015.4% | $56.2M | 0.3% | $74.02 | 57 |
| 2025-Q2 | Decreased | 67,977 | -14.2% | $5M | 0.0% | $71.45 | 0 |
| 2025-Q1 | Decreased | 79,249 | -1.5% | $5.8M | 0.0% | $70.73 | 0 |
| 2024-Q4 | Increased | 80,483 | +17.7% | $5.8M | 0.0% | $69.06 | 32 |
| 2024-Q3 | Decreased | 68,377 | -4.9% | $5.1M | 0.0% | $71.29 | 0 |
| 2024-Q2 | Increased | 71,868 | +19.3% | $5.2M | 0.1% | $67.61 | 32 |