EP Wealth Advisors, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1540569
TORRANCE, CA
Position in BIV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$934,119,252
+$143,737,010 QoQ
Shares Held
12,178,869
+18.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.30%
of 13F equity value
Holder Rank
#3
of 252 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $934,119,252 | 12,178,869 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $790,382,242 | 10,240,765 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $672,555,480 | 8,635,792 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $469,605,618 | 6,071,963 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $413,058,396 | 5,394,520 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $341,912,766 | 4,575,308 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $238,087,197 | 3,037,989 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $164,239,162 | 2,193,072 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $120,712,308 | 1,600,959 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $82,503,537 | 1,080,172 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $39,042,916 | 539,938 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $3,211,192 | 42,685 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,429,973 | 18,634 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $11,674,185 | 157,080 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $9,822,585 | 133,677 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $9,624,872 | 123,952 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,651,675 | 44,587 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $3,890,503 | 44,402 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $3,618,116 | 40,453 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $3,705,092 | 41,186 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $1,801,307 | 20,301 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,596,091 | 17,190 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,514,002 | 16,196 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,511,262 | 16,217 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,451,612 | 16,250 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||