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Medallion Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Medallion 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 		$43.4K Hold
251
– – 0.01% 499
2025
Q4 		$31.6K Buy
251
+5
+2% +$628 0.01% 558
2025
Q3 		$31K Buy
246
+4
+2% +$492 0.01% 556
2025
Q2 		$28.9K Buy
242
+4
+2% +$466 0.01% 554
2025
Q1 		$30.9K Buy
238
+13
+6% +$1.64K 0.01% 509
2024
Q4 		$28.8K Buy
+225
New +$28.6K 0.01% 507

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

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

Medallion Wealth Advisors held its Vanguard Energy ETF (VDE) position steady in Q1 2026 at 251 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #499.

Medallion Wealth Advisors first reported a position in VDE in Q4 2024 and has held it in 6 quarters since. 774 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Medallion Wealth Advisors held 251 shares of Vanguard Energy ETF worth $43.4K as of Q1 2026.
  • Medallion Wealth Advisors left its Vanguard Energy ETF share count unchanged in Q1 2026.
  • Vanguard Energy ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #499 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 6 quarters since.
  • 774 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.