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 Q2	$11.4K	Sell	76 -175	-70%	-$28.3K	﹤0.01%	716
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Medallion Wealth Advisors's VDE Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Energy ETF (VDE) stake by 70% in Q2 2026, selling an estimated $28.3K and leaving 76 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Medallion Wealth Advisors first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.4K in Q1 2026. 764 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Medallion Wealth Advisors held 76 shares of Vanguard Energy ETF worth $11.4K as of Q2 2026.
Medallion Wealth Advisors sold 175 Vanguard Energy ETF shares in Q2 2026, an estimated $28.3K.
Vanguard Energy ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #716 holding.
Medallion Wealth Advisors first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Energy ETF position peaked at $43.4K in Q1 2026.
764 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.