Superior Planning, LLC’s Vitesse Energy VTS Stock Holding History

Superior Planning, LLC’s Portfolio VTS Stock Details VTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$284	Buy	+17	New	+$281	﹤0.01%	1991

Other funds holding VTS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

Superior Planning, LLC's VTS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vitesse Energy (VTS) in Q3 2026: 17 shares worth $284. The stake represents ﹤0.01% of the portfolio and ranks #1991 among its holdings.

147 funds tracked by Wall St. Rank hold VTS as of Q3 2026.

Superior Planning, LLC held 17 shares of Vitesse Energy worth $284 as of Q3 2026.
Vitesse Energy was a new Superior Planning, LLC position in Q3 2026.
Vitesse Energy made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1991 holding.
147 funds tracked by Wall St. Rank held Vitesse Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.