AF
VTLE

Allworth Financial’s Vital Energy VTLE Stock Holding History

Allworth Financial’s Portfolio VTLE Stock Details VTLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-376
Closed -$6.35K – 5302
2025
Q3 		$6.35K Buy
376
+89
+31% +$1.5K ﹤0.01% 3406
2025
Q2 		$4.62K Buy
287
+180
+168% +$2.94K ﹤0.01% 3304
2025
Q1 		$1.64K Sell
107
-151
-59% -$4.38K ﹤0.01% 3278
2024
Q4 		$8.94K Buy
258
+122
+90% +$3.62K ﹤0.01% 2479
2024
Q3 		$3.66K Buy
136
+32
+31% +$1.18K ﹤0.01% 2701
2024
Q2 		$4.75K Buy
104
+41
+65% +$2.04K ﹤0.01% 2552
2024
Q1 		$3.31K Buy
63
+13
+26% +$603 ﹤0.01% 2586
2023
Q4 		$2.27K Buy
50
+8
+19% +$383 ﹤0.01% 2631
2023
Q3 		$2.33K Buy
42
+5
+14% +$269 ﹤0.01% 2463
2023
Q2 		$1.67K Buy
37
+12
+48% +$542 ﹤0.01% 2554
2023
Q1 		$1.14K Buy
25
+16
+178% +$799 ﹤0.01% 2625
2022
Q4 		$463 Sell
9
-1
-10% -$62 ﹤0.01% 2653
2022
Q3 		$1K Buy
+10
New +$711 ﹤0.01% 2537

Other funds holding VTLE

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Allworth Financial's VTLE Position: Q4 2025 in Review

Allworth Financial sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 376 shares — an estimated $6.35K sold.

Allworth Financial first reported a position in VTLE in Q3 2022 and held it in 13 quarters. The position peaked at $8.94K in Q4 2024. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

  • Allworth Financial reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 376 Vital Energy shares in Q4 2025, an estimated $6.35K.
  • Allworth Financial first reported a position in Vital Energy in Q3 2022 and held it in 13 quarters.
  • Allworth Financial's Vital Energy position peaked at $8.94K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.