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EP Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

EP Wealth Advisors’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$212K Hold
3,080
– – ﹤0.01% 1483
2026
Q1 		$212K Sell
3,080
-228
-7% -$15.9K ﹤0.01% 1381
2025
Q4 		$230K Buy
+3,308
New +$234K ﹤0.01% 1303
2025
Q2 		$256K Buy
+3,681
New +$251K ﹤0.01% 1110
2024
Q1 		– Sell
-1,727
Closed -$129K – 838
2023
Q4 		$129K Buy
+1,727
New +$118K ﹤0.01% 759

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EP Wealth Advisors's BLV Position: Q2 2026 in Review

EP Wealth Advisors held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 3,080 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

EP Wealth Advisors first reported a position in BLV in Q4 2023 and has held it in 5 quarters since. The position peaked at $256K in Q2 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • EP Wealth Advisors held 3,080 shares of Vanguard Long-Term Bond ETF worth $212K as of Q2 2026.
  • EP Wealth Advisors left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1483 holding.
  • EP Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • EP Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $256K in Q2 2025.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.