Avantax Advisory Services’s Viper Energy VNOM Stock Holding History

Avantax Advisory Services’s Portfolio VNOM Stock Details VNOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$224K	Buy	5,862 +1,223	+26%	+$49.5K	﹤0.01%	2130
2025 Q1	$209K	Buy	+4,639	New	+$219K	﹤0.01%	2078
2021 Q1	–	Sell	-15,111	Closed	-$176K	–	1079
2020 Q4	$176K	Sell	15,111 -1,851	-11%	-$18K	﹤0.01%	891
2020 Q3	$128K	Buy	16,962 +1,069	+7%	+$10.4K	﹤0.01%	1282
2020 Q2	$165K	Buy	15,893 +411	+3%	+$3.94K	﹤0.01%	804
2020 Q1	$101K	Buy	15,482 +1,669	+12%	+$30.3K	﹤0.01%	759
2019 Q4	$342K	Buy	+13,813	New	+$346K	0.01%	589

Other funds holding VNOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Avantax Advisory Services's VNOM Position: Q2 2025 in Review

Avantax Advisory Services increased its Viper Energy (VNOM) stake by 26% in Q2 2025, buying an estimated $49.5K and bringing the position to 5,862 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

Avantax Advisory Services first reported a position in VNOM in Q4 2019 and has held it in 7 quarters since. The position peaked at $342K in Q4 2019. 363 funds tracked by Wall St. Rank hold VNOM as of Q2 2025.

Avantax Advisory Services held 5,862 shares of Viper Energy worth $224K as of Q2 2025.
Avantax Advisory Services bought 1,223 Viper Energy shares in Q2 2025, an estimated $49.5K.
Viper Energy made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2130 holding.
Avantax Advisory Services first reported a position in Viper Energy in Q4 2019 and has held it in 7 quarters since.
Avantax Advisory Services's Viper Energy position peaked at $342K in Q4 2019.
363 funds tracked by Wall St. Rank held Viper Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.