EWA
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EP Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

EP Wealth Advisors’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.3M Buy
15,334
+1,277
+9% +$207K 0.01% 547
2026
Q1 		$2.43M Buy
14,057
+2,158
+18% +$326K 0.01% 438
2025
Q4 		$1.5M Buy
+11,899
New +$1.49M 0.01% 514
2025
Q2 		$1.71M Buy
14,364
+2,468
+21% +$287K 0.01% 450
2025
Q1 		$1.54M Sell
11,896
-829
-7% -$105K 0.01% 406
2024
Q4 		$1.54M Buy
12,725
+2,385
+23% +$304K 0.01% 402
2024
Q3 		$1.27M Buy
10,340
+4,501
+77% +$563K 0.01% 442
2024
Q2 		$745K Sell
5,839
-415
-7% -$54K 0.01% 447
2024
Q1 		$824K Sell
6,254
-398
-6% -$47.7K 0.01% 413
2023
Q4 		$780K Buy
6,652
+619
+10% +$74.2K 0.01% 409
2023
Q3 		$765K Sell
6,033
-25,436
-81% -$3.11M 0.01% 378
2023
Q2 		$749K Buy
+31,469
New +$3.54M 0.01% 379
2023
Q1 		– Sell
-985
Closed -$119K – 709
2022
Q4 		$119K Buy
+985
New +$120K ﹤0.01% 588
2022
Q3 		– Sell
-1,146
Closed -$114K – 633
2022
Q2 		$114K Sell
1,146
-196
-15% -$21.9K ﹤0.01% 627
2022
Q1 		$144K Buy
+1,342
New +$129K ﹤0.01% 605

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

EP Wealth Advisors increased its Vanguard Energy ETF (VDE) stake by 9.1% in Q2 2026, buying an estimated $207K and bringing the position to 15,334 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #547.

EP Wealth Advisors first reported a position in VDE in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.43M in Q1 2026. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • EP Wealth Advisors held 15,334 shares of Vanguard Energy ETF worth $2.3M as of Q2 2026.
  • EP Wealth Advisors bought 1,277 Vanguard Energy ETF shares in Q2 2026, an estimated $207K.
  • Vanguard Energy ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #547 holding.
  • EP Wealth Advisors first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 15 quarters since.
  • EP Wealth Advisors's Vanguard Energy ETF position peaked at $2.43M in Q1 2026.
  • 760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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