Vanguard Fiduciary Trust
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Vanguard Fiduciary Trust’s Evolution Petroleum EPM Stock Holding History

Vanguard Fiduciary Trust’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 		$830K Buy
225,493
+16,865
+8% +$73.7K ﹤0.01% 3092
2026
Q1 		$956K Buy
+208,628
New +$868K ﹤0.01% 2932

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Vanguard Fiduciary Trust's EPM Position: Q2 2026 in Review

Vanguard Fiduciary Trust increased its Evolution Petroleum (EPM) stake by 8.1% in Q2 2026, buying an estimated $73.7K and bringing the position to 225,493 shares worth $830K. The position accounts for ﹤0.01% of the portfolio, ranked #3092.

Vanguard Fiduciary Trust first reported a position in EPM in Q1 2026 and has held it in 2 quarters since. The position peaked at $956K in Q1 2026. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Vanguard Fiduciary Trust held 225,493 shares of Evolution Petroleum worth $830K as of Q2 2026.
  • Vanguard Fiduciary Trust bought 16,865 Evolution Petroleum shares in Q2 2026, an estimated $73.7K.
  • Evolution Petroleum made up ﹤0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #3092 holding.
  • Vanguard Fiduciary Trust first reported a position in Evolution Petroleum in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Fiduciary Trust's Evolution Petroleum position peaked at $956K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.