CPG
VTS icon

Cornerstone Planning Group’s Vitesse Energy VTS Stock Holding History

Cornerstone Planning Group’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
2025
Q2 		– Sell
-27
Closed -$568 – 1697
2025
Q1 		$568 Hold
27
– – ﹤0.01% 1261
2024
Q4 		$701 Hold
27
– – ﹤0.01% 1046
2024
Q3 		$673 Hold
27
– – ﹤0.01% 1031
2024
Q2 		$628 Hold
27
– – ﹤0.01% 1042
2024
Q1 		$612 Buy
+27
New +$592 ﹤0.01% 878

Other funds holding VTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
GCM
GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Cornerstone Planning Group's VTS Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Vitesse Energy (VTS) in Q2 2025, closing a stake of 27 shares — an estimated $568 sold.

Cornerstone Planning Group first reported a position in VTS in Q1 2024 and held it in 5 quarters. The position peaked at $701 in Q4 2024. 229 funds tracked by Wall St. Rank hold VTS as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Vitesse Energy position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 27 Vitesse Energy shares in Q2 2025, an estimated $568.
  • Cornerstone Planning Group first reported a position in Vitesse Energy in Q1 2024 and held it in 5 quarters.
  • Cornerstone Planning Group's Vitesse Energy position peaked at $701 in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.