Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
US ˙ ARCA ˙ US9219378273

SecurityBSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership41,809 shares
Latest Disclosed Value $ 3,278,222
EP Wealth Advisors, Inc. reports 19.42% increase in ownership of BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 41,809 shares of Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF (US:BSV) valued at $3,278,244 USD as of March 31, 2026. The current value of the position is $3,244,378 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 SHORT TRM BOND 921937827 41,809 6,800 19.42 3,278 18.81 0.0161
2026-02-18 2025-12-31 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 35,009 17,235 96.97 2,759 97.35 0.0143
2025-08-14 2025-06-30 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 17,774 6,900 63.45 1,399 64.28 0.0092
2025-05-15 2025-03-31 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 10,874 -6,228 -36.42 851 -35.58 0.0068
2025-02-14 2024-12-31 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 17,102 -3,451 -16.79 1,321 -18.31 0.0108
2024-11-15 2024-09-30 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 20,553 7,295 55.02 1,617 59.15 0.0139
2024-08-19 2024-06-30 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 13,258 -8,719 -39.67 1,017 -39.70 0.0108
2024-05-14 2024-03-31 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 21,977 -3,215 -12.76 1,685 -13.14 0.0197
2024-02-28 2023-12-31 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 25,192 16,978 206.70 1,940 214.42 0.0247
2023-11-24 2023-09-30 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8,214 -9,734 -54.23 617 7.87 0.0096
2023-08-14 2023-06-30 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 17,948 0 0.00 573 -93.38 0.0083
2023-06-05 2023-03-31 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 17,948 1,759 10.87 8,641 609.44 0.1486
2023-06-12 2022-12-31 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 16,189 -254 -1.54 1,219 -0.98 0.0220
2022-12-02 2022-09-30 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 16,443 2,803 20.55 1,230 17.48 0.0279
2022-08-11 2022-06-30 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 13,640 -4,284 -23.90 1,047 -25.00 0.0236
2022-05-20 2022-03-31 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 17,924 -3,202 -15.16 1,396 -18.27 0.0306
2022-02-17 2021-12-31 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 21,126 2,735 14.87 1,708 13.34 0.0404
2021-11-23 2021-09-30 13F/A-1 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 18,391 -2,551 -12.18 1,507 -12.43 0.0413
2021-11-16 2021-09-30 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2,513 -18,429 1,507 0.0413
2021-08-24 2021-06-30 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 20,942 11,662 125.67 1,721 125.56 0.0477
2021-05-17 2021-03-31 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 9,280 644 7.46 763 6.56 0.0243
2021-02-18 2020-12-31 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8,636 420 5.11 716 4.99 0.0252
2020-11-17 2020-09-30 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8,216 -4,223 -33.95 682 -34.04 0.0293
2020-08-14 2020-06-30 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 12,439 1,233 11.00 1,034 12.27 0.0442
2020-05-18 2020-03-31 13F VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 11,206 11,206 -9.91 921 -10.93 0.0451
2019-08-27 2019-06-30 13F VANGUARD BD INDEX FD SHORT TRM BOND 921937827 0 -7,815 -100.00 0 -100.00
2019-05-20 2019-03-31 13F VANGUARD BD INDEX FD SHORT TRM BOND 921937827 7,815 -50,460 -86.59 622 -86.42 0.0598
2019-02-15 2018-12-31 13F VANGUARD BD INDEX FD SHORT TRM BOND 921937827 58,275 -123,396 -67.92 4,579 -67.70 0.3532
2018-11-15 2018-09-30 13F VANGUARD BD INDEX FD SHORT TRM BOND 921937827 181,671 181,671 14,176 1.1076
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.