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EP Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

EP Wealth Advisors’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$74M Buy
1,004,275
+246,082
+32% +$18.3M 0.36% 45
2025
Q4 		$56.2M Buy
+758,193
New +$56.4M 0.29% 59
2025
Q2 		$5.01M Sell
67,977
-11,272
-14% -$820K 0.03% 264
2025
Q1 		$5.82M Sell
79,249
-1,234
-2% -$89.6K 0.05% 203
2024
Q4 		$5.79M Buy
80,483
+12,106
+18% +$885K 0.05% 197
2024
Q3 		$5.14M Sell
68,377
-3,491
-5% -$258K 0.04% 219
2024
Q2 		$5.18M Buy
71,868
+11,638
+19% +$833K 0.06% 178
2024
Q1 		$4.37M Sell
60,230
-11,091
-16% -$805K 0.05% 182
2023
Q4 		$5.25M Sell
71,321
-67,581
-49% -$4.77M 0.07% 153
2023
Q3 		$9.69M Sell
138,902
-386,711
-74% -$27.6M 0.15% 102
2023
Q2 		$9.45M Hold
525,613
– – 0.14% 105
2023
Q1 		$36.4M Buy
525,613
+353,686
+206% +$25.9M 0.63% 37
2022
Q4 		$12.4M Buy
171,927
+106,671
+163% +$7.64M 0.22% 80
2022
Q3 		$4.66M Buy
65,256
+38,640
+145% +$2.89M 0.11% 115
2022
Q2 		$2M Sell
26,616
-7,884
-23% -$600K 0.05% 194
2022
Q1 		$2.74M Buy
34,500
+20,281
+143% +$1.66M 0.06% 168
2021
Q4 		$1.21M Buy
14,219
+634
+5% +$54K 0.03% 237
2021
Q3 		$1.16M Sell
13,585
-14,905
-52% -$1.29M 0.03% 224
2021
Q2 		$2.45M Buy
28,490
+14,868
+109% +$1.27M 0.07% 162
2021
Q1 		$1.15M Buy
13,622
+6,569
+93% +$567K 0.04% 215
2020
Q4 		$622K Sell
7,053
-1,239
-15% -$109K 0.02% 236
2020
Q3 		$732K Sell
8,292
-9,099
-52% -$807K 0.03% 188
2020
Q2 		$1.54M Sell
17,391
-22,280
-56% -$1.95M 0.07% 134
2020
Q1 		$3.39M Sell
39,671
-46,009
-54% -$3.91M 0.17% 91
2019
Q4 		$7.18M Sell
85,680
-33,902
-28% -$2.85M 0.3% 61
2019
Q3 		$10.1M Buy
+119,582
New +$10M 0.5% 48
2018
Q1 		– Sell
-8,059
Closed -$657K – 204
2017
Q4 		$657K Sell
8,059
-6,860
-46% -$560K 0.07% 96
2017
Q3 		$1.22M Sell
14,919
-28,357
-66% -$2.33M 0.14% 74
2017
Q2 		$3.54M Sell
43,276
-36,197
-46% -$2.96M 0.43% 42
2017
Q1 		$6.44M Sell
79,473
-248,931
-76% -$20.1M 0.89% 39
2016
Q4 		$23.5M Buy
+328,404
New +$26.9M 3.43% 5
2016
Q1 		– Sell
-2,611
Closed -$211K – 140
2015
Q4 		$211K Sell
2,611
-279
-10% -$22.7K 0.04% 139
2015
Q3 		$237K Hold
2,890
– – 0.05% 120
2015
Q2 		$235K Sell
2,890
-1,715
-37% -$141K 0.04% 108
2015
Q1 		$384K Buy
4,605
+1,252
+37% +$104K 0.07% 83
2014
Q4 		$276K Sell
3,353
-46,957
-93% -$3.87M 0.05% 108
2014
Q3 		$4.12M Buy
+50,310
New +$4.13M 0.67% 40

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
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

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

EP Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 32% in Q1 2026, buying an estimated $18.3M and bringing the position to 1,004,275 shares worth $74M. The position accounts for 0.36% of the portfolio, ranked #45.

EP Wealth Advisors first reported a position in BND in Q3 2014 and has held it in 37 quarters since. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • EP Wealth Advisors held 1,004,275 shares of Vanguard Total Bond Market worth $74M as of Q1 2026.
  • EP Wealth Advisors bought 246,082 Vanguard Total Bond Market shares in Q1 2026, an estimated $18.3M.
  • Vanguard Total Bond Market made up 0.36% of EP Wealth Advisors's portfolio in Q1 2026, its #45 holding.
  • EP Wealth Advisors first reported a position in Vanguard Total Bond Market in Q3 2014 and has held it in 37 quarters since.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

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