EWA
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EP Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

EP Wealth Advisors’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.33M Buy
42,785
+976
+2% +$76.2K 0.01% 465
2026
Q1 		$3.28M Buy
41,809
+6,800
+19% +$535K 0.02% 375
2025
Q4 		$2.76M Buy
+35,009
New +$2.76M 0.01% 375
2025
Q2 		$1.4M Buy
17,774
+6,900
+63% +$539K 0.01% 492
2025
Q1 		$851K Sell
10,874
-6,228
-36% -$483K 0.01% 546
2024
Q4 		$1.32M Sell
17,102
-3,451
-17% -$268K 0.01% 434
2024
Q3 		$1.62M Buy
20,553
+7,295
+55% +$568K 0.01% 398
2024
Q2 		$1.02M Sell
13,258
-8,719
-40% -$665K 0.01% 387
2024
Q1 		$1.69M Sell
21,977
-3,215
-13% -$247K 0.02% 293
2023
Q4 		$1.94M Buy
25,192
+16,978
+207% +$1.29M 0.02% 263
2023
Q3 		$617K Sell
8,214
-9,734
-54% -$734K 0.01% 419
2023
Q2 		$573K Hold
17,948
– – 0.01% 440
2023
Q1 		$8.64M Buy
17,948
+1,759
+11% +$133K 0.15% 101
2022
Q4 		$1.22M Sell
16,189
-254
-2% -$19.1K 0.02% 257
2022
Q3 		$1.23M Buy
16,443
+2,803
+21% +$214K 0.03% 224
2022
Q2 		$1.05M Sell
13,640
-4,284
-24% -$330K 0.02% 251
2022
Q1 		$1.4M Sell
17,924
-3,202
-15% -$254K 0.03% 231
2021
Q4 		$1.71M Buy
21,126
+2,735
+15% +$222K 0.04% 203
2021
Q3 		$1.51M Sell
18,391
-2,551
-12% -$210K 0.04% 194
2021
Q2 		$1.72M Buy
20,942
+11,662
+126% +$959K 0.05% 193
2021
Q1 		$763K Buy
9,280
+644
+7% +$53.2K 0.02% 259
2020
Q4 		$716K Buy
8,636
+420
+5% +$34.8K 0.03% 217
2020
Q3 		$682K Sell
8,216
-4,223
-34% -$351K 0.03% 200
2020
Q2 		$1.03M Buy
12,439
+1,233
+11% +$102K 0.04% 173
2020
Q1 		$921K Buy
+11,206
New +$910K 0.05% 179
2019
Q2 		– Sell
-7,815
Closed -$622K – 327
2019
Q1 		$622K Sell
7,815
-50,460
-87% -$3.98M 0.06% 151
2018
Q4 		$4.58M Sell
58,275
-123,396
-68% -$9.62M 0.35% 54
2018
Q3 		$14.2M Buy
+181,671
New +$14.2M 1.11% 25

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

EP Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.3% in Q2 2026, buying an estimated $76.2K and bringing the position to 42,785 shares worth $3.33M. The position accounts for 0.01% of the portfolio, ranked #465.

EP Wealth Advisors first reported a position in BSV in Q3 2018 and has held it in 28 quarters since. The position peaked at $14.2M in Q3 2018. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • EP Wealth Advisors held 42,785 shares of Vanguard Short-Term Bond ETF worth $3.33M as of Q2 2026.
  • EP Wealth Advisors bought 976 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $76.2K.
  • Vanguard Short-Term Bond ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #465 holding.
  • EP Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and has held it in 28 quarters since.
  • EP Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $14.2M in Q3 2018.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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