Cerity Partners
VTLE

Cerity Partners’s Vital Energy VTLE Stock Holding History

Cerity Partners’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
Q3 		– Sell
-15,751
Closed -$253K – 2880
2025
Q2 		$253K Buy
+15,751
New +$258K ﹤0.01% 2236
2024
Q4 		– Sell
-8,642
Closed -$232K – 2611
2024
Q3 		$232K Buy
+8,642
New +$320K ﹤0.01% 2228

Other funds holding VTLE

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Vanguard Group
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State Street
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners's VTLE Position: Q3 2025 in Review

Cerity Partners sold out of Vital Energy (VTLE) in Q3 2025, closing a stake of 15,751 shares — an estimated $253K sold.

Cerity Partners first reported a position in VTLE in Q3 2024 and held it in 2 quarters. The position peaked at $253K in Q2 2025. 202 funds tracked by Wall St. Rank hold VTLE as of Q3 2025.

  • Cerity Partners reported no remaining Vital Energy position as of Q3 2025 after selling out during the quarter.
  • Cerity Partners sold 15,751 Vital Energy shares in Q3 2025, an estimated $253K.
  • Cerity Partners first reported a position in Vital Energy in Q3 2024 and held it in 2 quarters.
  • Cerity Partners's Vital Energy position peaked at $253K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held Vital Energy as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.