Vanguard Personalized Indexing Management
EPM icon

Vanguard Personalized Indexing Management’s Evolution Petroleum EPM Stock Holding History

Vanguard Personalized Indexing 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 		$113K Buy
30,715
+2,884
+10% +$12.6K ﹤0.01% 2031
2026
Q1 		$127K Buy
+27,831
New +$116K ﹤0.01% 1918
2025
Q4 		– Sell
-25,495
Closed -$123K – 2007
2025
Q3 		$123K Buy
25,495
+2,389
+10% +$11.9K ﹤0.01% 1788
2025
Q2 		$109K Buy
23,106
+6,961
+43% +$31.6K ﹤0.01% 1723
2025
Q1 		$83.6K Sell
16,145
-1,268
-7% -$6.61K ﹤0.01% 1634
2024
Q4 		$91.1K Buy
17,413
+1,824
+12% +$9.98K ﹤0.01% 1626
2024
Q3 		$82.8K Buy
+15,589
New +$82.2K ﹤0.01% 1636

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 Personalized Indexing Management's EPM Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Evolution Petroleum (EPM) stake by 10% in Q2 2026, buying an estimated $12.6K and bringing the position to 30,715 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

Vanguard Personalized Indexing Management first reported a position in EPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $127K in Q1 2026. 118 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Vanguard Personalized Indexing Management held 30,715 shares of Evolution Petroleum worth $113K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 2,884 Evolution Petroleum shares in Q2 2026, an estimated $12.6K.
  • Evolution Petroleum made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #2031 holding.
  • Vanguard Personalized Indexing Management first reported a position in Evolution Petroleum in Q3 2024 and has held it in 7 quarters since.
  • Vanguard Personalized Indexing Management's Evolution Petroleum position peaked at $127K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.