EP Wealth Advisors
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EP Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

EP Wealth Advisors’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$977M Buy
13,406,778
+1,227,909
+10% +$92.3M 4.01% 3
2026
Q2 		$934M Buy
12,178,869
+1,938,104
+19% +$149M 3.57% 3
2026
Q1 		$790M Buy
10,240,765
+1,604,973
+19% +$125M 3.89% 3
2025
Q4 		$673M Buy
+8,635,792
New +$675M 3.49% 4
2025
Q2 		$470M Buy
6,071,963
+677,443
+13% +$51.6M 3.09% 2
2025
Q1 		$413M Buy
5,394,520
+819,212
+18% +$61.8M 3.3% 3
2024
Q4 		$342M Buy
4,575,308
+1,537,319
+51% +$117M 2.79% 4
2024
Q3 		$238M Buy
3,037,989
+844,917
+39% +$65.1M 2.05% 7
2024
Q2 		$164M Buy
2,193,072
+592,113
+37% +$44M 1.74% 10
2024
Q1 		$121M Buy
1,600,959
+520,787
+48% +$39.3M 1.41% 14
2023
Q4 		$82.5M Buy
1,080,172
+540,234
+100% +$39.6M 1.05% 20
2023
Q3 		$39M Buy
539,938
+497,253
+1,165% +$36.8M 0.61% 42
2023
Q2 		$17.6M Buy
42,685
+24,051
+129% +$1.83M 0.25% 76
2023
Q1 		$629K Sell
18,634
-138,446
-88% -$10.5M 0.01% 372
2022
Q4 		$11.7M Buy
157,080
+23,403
+18% +$1.73M 0.21% 82
2022
Q3 		$9.8M Buy
133,677
+9,725
+8% +$752K 0.22% 79
2022
Q2 		$9.6M Buy
123,952
+79,365
+178% +$6.22M 0.22% 77
2022
Q1 		$3.65M Buy
44,587
+185
+0.4% +$15.6K 0.08% 143
2021
Q4 		$3.89M Buy
44,402
+3,949
+10% +$350K 0.09% 126
2021
Q3 		$3.62M Sell
40,453
-733
-2% -$66.4K 0.1% 115
2021
Q2 		$3.7M Buy
41,186
+20,885
+103% +$1.87M 0.1% 125
2021
Q1 		$1.8M Buy
20,301
+3,111
+18% +$283K 0.06% 174
2020
Q4 		$1.6M Buy
17,190
+994
+6% +$92.6K 0.06% 144
2020
Q3 		$1.51M Sell
16,196
-21
-0.1% -$1.97K 0.07% 130
2020
Q2 		$1.51M Sell
16,217
-33
-0.2% -$3.02K 0.06% 136
2020
Q1 		$1.45M Buy
+16,250
New +$1.44M 0.07% 136

Other funds holding BIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

EP Wealth Advisors's BIV Position: Q3 2026 in Review

EP Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 10% in Q3 2026, buying an estimated $92.3M and bringing the position to 13,406,778 shares worth $977M. The position accounts for 4.01% of the portfolio, ranked #3.

EP Wealth Advisors first reported a position in BIV in Q1 2020 and has held it in 26 quarters since. 895 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • EP Wealth Advisors held 13,406,778 shares of Vanguard Intermediate-Term Bond ETF worth $977M as of Q3 2026.
  • EP Wealth Advisors bought 1,227,909 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $92.3M.
  • Vanguard Intermediate-Term Bond ETF made up 4.01% of EP Wealth Advisors's portfolio in Q3 2026, its #3 holding.
  • EP Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 895 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.