Bell Investment Advisors’s Vitesse Energy VTS Stock Holding History

Bell Investment Advisors’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	$636	Hold	35	–	–	﹤0.01%	1663
2025 Q4	$675	Hold	35	–	–	﹤0.01%	1646
2025 Q3	$814	Sell	35 -45	-56%	-$1.11K	﹤0.01%	1615
2025 Q2	$1.77K	Sell	80 -42	-34%	-$920	﹤0.01%	1401
2025 Q1	$3K	Hold	122	–	–	﹤0.01%	1142
2024 Q4	$3.05K	Buy	122 +18	+17%	+$470	﹤0.01%	1164
2024 Q3	$2.5K	Sell	104 -4	-4%	-$99	﹤0.01%	1258
2024 Q2	$2.56K	Hold	108	–	–	﹤0.01%	1251
2024 Q1	$2.56K	Buy	108 +33	+44%	+$724	﹤0.01%	1238
2023 Q4	$1.64K	Sell	75 -24	-24%	-$553	﹤0.01%	1416
2023 Q3	$2.27K	Sell	99 -23	-19%	-$540	﹤0.01%	1205
2023 Q2	$2.73K	Buy	122 +44	+56%	+$918	﹤0.01%	1136
2023 Q1	$1.49K	Buy	+78	New	+$1.34K	﹤0.01%	1404

Other funds holding VTS

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

BlackRock New York $5.72T 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