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Allworth Financial’s Vitesse Energy VTS Stock Holding History

Allworth Financial’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
Q2 		$8.99K Buy
570
+469
+464% +$8.3K ﹤0.01% 3788
2026
Q1 		$1.83K Buy
101
+7
+7% +$141 ﹤0.01% 4377
2025
Q4 		$1.81K Sell
94
-1
-1% -$21 ﹤0.01% 4158
2025
Q3 		$2.21K Buy
95
+4
+4% +$98 ﹤0.01% 3956
2025
Q2 		$2.01K Buy
91
+7
+8% +$153 ﹤0.01% 3696
2025
Q1 		$1.78K Sell
84
-13
-13% -$333 ﹤0.01% 3258
2024
Q4 		$2.59K Sell
97
-17
-15% -$444 ﹤0.01% 3058
2024
Q3 		$2.74K Buy
114
+10
+10% +$247 ﹤0.01% 2828
2024
Q2 		$2.67K Hold
104
– – ﹤0.01% 2789
2024
Q1 		$2.47K Hold
104
– – ﹤0.01% 2733
2023
Q4 		$2.28K Buy
104
+29
+39% +$669 ﹤0.01% 2630
2023
Q3 		$1.72K Hold
75
– – ﹤0.01% 2613
2023
Q2 		$1.68K Sell
75
-53
-41% -$1.11K ﹤0.01% 2550
2023
Q1 		$2.44K Buy
+128
New +$2.21K ﹤0.01% 2329

Other funds holding VTS

KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allworth Financial's VTS Position: Q2 2026 in Review

Allworth Financial increased its Vitesse Energy (VTS) stake by 464% in Q2 2026, buying an estimated $8.3K and bringing the position to 570 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #3788.

Allworth Financial first reported a position in VTS in Q1 2023 and has held it in 14 quarters since. 234 funds tracked by Wall St. Rank hold VTS as of Q2 2026.

  • Allworth Financial held 570 shares of Vitesse Energy worth $8.99K as of Q2 2026.
  • Allworth Financial bought 469 Vitesse Energy shares in Q2 2026, an estimated $8.3K.
  • Vitesse Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3788 holding.
  • Allworth Financial first reported a position in Vitesse Energy in Q1 2023 and has held it in 14 quarters since.
  • 234 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.