EWA
VDE icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EP Wealth Advisors's VDE Position: Q1 2026 in Review

EP Wealth Advisors increased its Vanguard Energy ETF (VDE) stake by 18% in Q1 2026, buying an estimated $326K and bringing the position to 14,057 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #438.

EP Wealth Advisors first reported a position in VDE in Q1 2022 and has held it in 14 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • EP Wealth Advisors held 14,057 shares of Vanguard Energy ETF worth $2.43M as of Q1 2026.
  • EP Wealth Advisors bought 2,158 Vanguard Energy ETF shares in Q1 2026, an estimated $326K.
  • Vanguard Energy ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #438 holding.
  • EP Wealth Advisors first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 14 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.