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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
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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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 $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

EP Wealth Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 6.9% in Q1 2026, selling an estimated $15.9K and leaving 3,080 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

EP Wealth Advisors first reported a position in BLV in Q4 2023 and has held it in 4 quarters since. The position peaked at $256K in Q2 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • EP Wealth Advisors held 3,080 shares of Vanguard Long-Term Bond ETF worth $212K as of Q1 2026.
  • EP Wealth Advisors sold 228 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $15.9K.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1381 holding.
  • EP Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • EP Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $256K in Q2 2025.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

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