EP Wealth Advisors, LLC

Position in BNDX — Vanguard Total International Bond ETF

CIK 1540569 TORRANCE, CA

Position in BNDX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$17,636,607

+$6,019,655 QoQ

Shares Held

364,167

+50.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#57

of 291 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 96% Shared 0% None 4%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,636,607	364,167	+50.6%	Shares	Sole	2026-08-12
2026-03-31	$11,616,952	241,768	-32.6%	Shares	Sole	2026-05-14
2025-12-31	$17,327,841	358,606	+688.8%	Shares	Sole	2026-02-18
2025-06-30	$2,250,774	45,461	+367.6%	Shares	Sole	2025-08-14
2025-03-31	$474,628	9,722	-32.8%	Shares	Sole	2025-05-15
2024-12-31	$709,949	14,474	-60.4%	Shares	Sole	2025-02-14
2024-09-30	$1,837,985	36,555	-5.5%	Shares	Sole	2024-11-15
2024-06-30	$1,883,188	38,693	+808.5%	Shares	Sole	2024-08-19
2023-12-31	$210,266	4,259	-20.2%	Shares	Sole	2024-02-28
2023-09-30	$255,173	5,335	-96.1%	Shares	Sole	2023-11-24
2023-06-30	$271,099	138,023	0.0%	Shares	Sole	2023-08-14
2023-03-31	$6,752,085	138,023	+167.3%	Shares	Sole	2023-06-05
2022-12-31	$2,448,763	51,629	-49.6%	Shares	Sole	2023-06-12
2022-03-31	$5,370,590	102,414	-9.2%	Shares	Sole	2022-05-20
2021-09-30	$6,423,777	112,777	-1.1%	Shares	Sole	2021-11-23
2021-06-30	$6,509,856	114,008	-5.4%	Shares	Sole	2021-08-24
2021-03-31	$6,881,589	120,476	-3.5%	Shares	Sole	2021-05-17
2020-12-31	$7,306,395	124,789	+17.1%	Shares	Sole	2021-02-18
2020-09-30	$6,201,948	106,581	-49.7%	Shares	Sole	2020-11-17
2020-06-30	$12,244,533	212,100	-16.6%	Shares	Sole	2020-08-14
2020-03-31	$14,300,729	254,190	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.