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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
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 		$9.82M Buy
133,677
+9,725
+8% +$752K 0.22% 79
2022
Q2 		$9.63M 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 		$3.71M 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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EP Wealth Advisors's BIV Position: Q1 2026 in Review

EP Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 19% in Q1 2026, buying an estimated $125M and bringing the position to 10,240,765 shares worth $790M. The position accounts for 3.89% of the portfolio, ranked #3.

EP Wealth Advisors first reported a position in BIV in Q1 2020 and has held it in 24 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • EP Wealth Advisors held 10,240,765 shares of Vanguard Intermediate-Term Bond ETF worth $790M as of Q1 2026.
  • EP Wealth Advisors bought 1,604,973 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $125M.
  • Vanguard Intermediate-Term Bond ETF made up 3.89% of EP Wealth Advisors's portfolio in Q1 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 24 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.