Vanguard Capital Management
EPM icon

Vanguard Capital Management’s Evolution Petroleum EPM Stock Holding History

Vanguard Capital Management’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.68M Buy
1,272,857
+25,123
+2% +$110K ﹤0.01% 3149
2026
Q1 		$5.71M Buy
+1,247,734
New +$5.19M ﹤0.01% 3004

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management's EPM Position: Q2 2026 in Review

Vanguard Capital Management increased its Evolution Petroleum (EPM) stake by 2% in Q2 2026, buying an estimated $110K and bringing the position to 1,272,857 shares worth $4.68M. The position accounts for ﹤0.01% of the portfolio, ranked #3149.

Vanguard Capital Management first reported a position in EPM in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.71M in Q1 2026. 116 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Vanguard Capital Management held 1,272,857 shares of Evolution Petroleum worth $4.68M as of Q2 2026.
  • Vanguard Capital Management bought 25,123 Evolution Petroleum shares in Q2 2026, an estimated $110K.
  • Evolution Petroleum made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #3149 holding.
  • Vanguard Capital Management first reported a position in Evolution Petroleum in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Capital Management's Evolution Petroleum position peaked at $5.71M in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.