Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
US ˙ ARCA ˙ US9219378190

SecurityBIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership10,240,765 shares
Latest Disclosed Value $ 790,382,227
EP Wealth Advisors, Inc. reports 18.59% increase in ownership of BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 10,240,765 shares of Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF (US:BIV) valued at $790,382,243 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 8,635,792 shares of Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF. This represents a change in shares of 18.59% during the quarter. The current value of the position is $778,810,178 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 10,240,765 1,604,973 18.59 790,382 17.52 3.8823
2026-02-18 2025-12-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 8,635,792 2,563,829 42.22 672,555 43.22 3.4944
2025-08-14 2025-06-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 6,071,963 677,443 12.56 469,606 13.69 3.0864
2025-05-15 2025-03-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 5,394,520 819,212 17.91 413,058 20.81 3.2997
2025-02-14 2024-12-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 4,575,308 1,537,319 50.60 341,913 43.61 2.7903
2024-11-15 2024-09-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 3,037,989 844,917 38.53 238,087 44.96 2.0463
2024-08-19 2024-06-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 2,193,072 592,113 36.98 164,239 36.06 1.7449
2024-05-14 2024-03-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 1,600,959 520,787 48.21 120,712 46.31 1.4110
2024-02-28 2023-12-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 1,080,172 540,234 100.05 82,504 111.32 1.0523
2023-11-24 2023-09-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 539,938 497,253 1,164.94 39,043 121.60 0.6056
2023-08-14 2023-06-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 42,685 24,051 129.07 17,619 2,700.95 0.2540
2023-06-05 2023-03-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 18,634 -138,446 -88.14 629 -94.61 0.0108
2023-06-12 2022-12-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 157,080 23,403 17.51 11,674 18.84 0.2104
2022-12-02 2022-09-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 133,677 9,725 7.85 9,823 2.06 0.2228
2022-08-11 2022-06-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 123,952 79,365 178.00 9,625 163.55 0.2168
2022-05-20 2022-03-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 44,587 185 0.42 3,652 -6.12 0.0802
2022-02-17 2021-12-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 44,402 3,949 9.76 3,890 7.52 0.0919
2021-11-23 2021-09-30 13F/A-1 VANGUARD BD INDEX FDS INTERMED TERM 921937819 40,453 -733 -1.78 3,618 -2.35 0.0992
2021-11-16 2021-09-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 28,113 -13,073 3,618 0.0992
2021-08-24 2021-06-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 41,186 20,885 102.88 3,705 105.72 0.1027
2021-05-17 2021-03-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 20,301 3,111 18.10 1,801 12.84 0.0573
2021-02-18 2020-12-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 17,190 994 6.14 1,596 5.42 0.0561
2020-11-17 2020-09-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 16,196 -21 -0.13 1,514 0.20 0.0651
2020-08-14 2020-06-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 16,217 -33 -0.20 1,511 4.06 0.0645
2020-05-18 2020-03-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 16,250 16,250 1,452 0.0711
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.