Vanguard Energy ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Energy ETF
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Quarterly reported holdings in Vanguard Energy ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5M | 12k | 125.91 |
| 2025-06-30 | $1.7M | 14k | 119.12 |
| 2025-03-31 | $1.5M | 12k | 129.72 |
| 2024-12-31 | $1.5M | 13k | 121.31 |
| 2024-09-30 | $1.3M | 10k | 122.47 |
| 2024-06-30 | $745k | 5.8k | 127.56 |
| 2024-03-31 | $824k | 6.3k | 131.69 |
| 2023-12-31 | $780k | 6.7k | 117.28 |
| 2023-09-30 | $765k | 6.0k | 126.73 |
| 2023-06-30 | $749k | 32k | 23.80 |
| 2022-12-31 | $120k | 985 | 121.31 |
| 2022-06-30 | $114k | 1.1k | 99.48 |
| 2022-03-31 | $144k | 1.3k | 107.30 |