Vanguard Intermediate-Term Bond ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Intermediate-Term Bond ETF
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Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $470M | 6.1M | 77.34 |
| 2025-03-31 | $413M | 5.4M | 76.57 |
| 2024-12-31 | $342M | 4.6M | 74.73 |
| 2024-09-30 | $238M | 3.0M | 78.37 |
| 2024-06-30 | $164M | 2.2M | 74.89 |
| 2024-03-31 | $121M | 1.6M | 75.40 |
| 2023-12-31 | $83M | 1.1M | 76.38 |
| 2023-09-30 | $39M | 540k | 72.31 |
| 2023-06-30 | $18M | 43k | 412.77 |
| 2023-03-31 | $629k | 19k | 33.77 |
| 2022-12-31 | $12M | 157k | 74.32 |
| 2022-09-30 | $9.8M | 134k | 73.48 |
| 2022-06-30 | $9.6M | 124k | 77.65 |
| 2022-03-31 | $3.7M | 45k | 81.91 |
| 2021-12-31 | $3.9M | 44k | 87.61 |
| 2021-09-30 | $3.6M | 28k | 128.69 |
| 2021-06-30 | $3.7M | 41k | 89.96 |
| 2021-03-31 | $1.8M | 20k | 88.71 |
| 2020-12-31 | $1.6M | 17k | 92.84 |
| 2020-09-30 | $1.5M | 16k | 93.48 |
| 2020-06-30 | $1.5M | 16k | 93.17 |
| 2020-03-31 | $1.5M | 16k | 89.35 |
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