EP Wealth Advisors, LLC BIV holdings history
VANGUARD INTERMEDIATE-TERM B · CUSIP 921937819 · CIK 1540569
As of 2026-06-30, EP Wealth Advisors, LLC reported 12.18M BIV (shares), valued at $934.12M, or 3.57% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares increased 18.93%; reported value increased 18.19%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.57% | 12,178,869 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 3.89% | 10,240,765 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 3.49% | 8,635,792 | SEC filing ↗Filed Feb 18, 2026 |
| Q3 2025 | Not reported | Not reported | No filing this quarter |
| Q2 2025 | 3.09% | 6,071,963 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 3.30% | 5,394,520 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 2.79% | 4,575,308 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 2.05% | 3,037,989 | SEC filing ↗Filed Nov 15, 2024 |
| Q2 2024 | 1.74% | 2,193,072 | SEC filing ↗Filed Aug 19, 2024 |
| Q1 2024 | 1.41% | 1,600,959 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 1.05% | 1,080,172 | SEC filing ↗Filed Feb 28, 2024 |
| Q3 2023 | 0.61% | 539,938 | SEC filing ↗Filed Nov 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.61% | 539,938 | $39.04M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 24, 2023 |
| Q4 2023 | 1.05% | 1,080,172 | $82.50M | Shares increased 100.05%; reported value increased 111.31%, and weight changed +0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 28, 2024 |
| Q1 2024 | 1.41% | 1,600,959 | $120.71M | Shares increased 48.21%; reported value increased 46.31%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 1.74% | 2,193,072 | $164.24M | Shares increased 36.98%; reported value increased 36.06%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2024 |
| Q3 2024 | 2.05% | 3,037,989 | $238.09M | Shares increased 38.53%; reported value increased 44.96%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 15, 2024 |
| Q4 2024 | 2.79% | 4,575,308 | $341.91M | Shares increased 50.60%; reported value increased 43.61%, and weight changed +0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 3.30% | 5,394,520 | $413.06M | Shares increased 17.91%; reported value increased 20.81%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 3.09% | 6,071,963 | $469.61M | Shares increased 12.56%; reported value increased 13.69%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2025 | 3.49% | 8,635,792 | $672.56M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 18, 2026 |
| Q1 2026 | 3.89% | 10,240,765 | $790.38M | Shares increased 18.59%; reported value increased 17.52%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 3.57% | 12,178,869 | $934.12M | Shares increased 18.93%; reported value increased 18.19%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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