Beck Mack & Oliver’s Vitesse Energy VTS Stock Holding History

Beck Mack & Oliver’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 Q1	$3.6M	Sell	198,292 -1,881	-0.9%	-$37.9K	0.07%	77
2025 Q4	$3.86M	Sell	200,173 -5,684	-3%	-$121K	0.07%	76
2025 Q3	$4.78M	Sell	205,857 -2,489	-1%	-$61.2K	0.09%	71
2025 Q2	$4.6M	Sell	208,346 -470	-0.2%	-$10.3K	0.09%	73
2025 Q1	$5.13M	Sell	208,816 -561	-0.3%	-$14.4K	0.1%	70
2024 Q4	$5.23M	Sell	209,377 -706	-0.3%	-$18.4K	0.1%	69
2024 Q3	$5.05M	Sell	210,083 -5,106	-2%	-$126K	0.1%	70
2024 Q2	$5.1M	Sell	215,189 -8,668	-4%	-$206K	0.11%	69
2024 Q1	$5.31M	Sell	223,857 -117	-0.1%	-$2.57K	0.11%	68
2023 Q4	$4.9M	Sell	223,974 -5,060	-2%	-$117K	0.11%	67
2023 Q3	$5.24M	Sell	229,034 -896	-0.4%	-$21K	0.14%	64
2023 Q2	$5.15M	Sell	229,930 -12,664	-5%	-$264K	0.13%	64
2023 Q1	$4.62M	Buy	+242,594	New	+$4.18M	0.13%	65

Other funds holding VTS

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

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

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return