Creative Planning
VTS icon

Creative Planning’s Vitesse Energy VTS Stock Holding History

Creative Planning’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
Q2 		$653K Sell
41,417
-5,325
-11% -$94.3K ﹤0.01% 2982
2026
Q1 		$849K Buy
46,742
+22,896
+96% +$461K ﹤0.01% 2586
2025
Q4 		$459K Buy
23,846
+6,774
+40% +$145K ﹤0.01% 2920
2025
Q3 		$397K Buy
17,072
+1,240
+8% +$30.5K ﹤0.01% 2934
2025
Q2 		$350K Buy
+15,832
New +$347K ﹤0.01% 2768
2025
Q1 		– Sell
-38
Closed -$950 – 3742
2024
Q4 		$950 Buy
+38
New +$993 ﹤0.01% 3524

Other funds holding VTS

KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Creative Planning's VTS Position: Q2 2026 in Review

Creative Planning reduced its Vitesse Energy (VTS) stake by 11% in Q2 2026, selling an estimated $94.3K and leaving 41,417 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #2982.

Creative Planning first reported a position in VTS in Q4 2024 and has held it in 6 quarters since. The position peaked at $849K in Q1 2026. 235 funds tracked by Wall St. Rank hold VTS as of Q2 2026.

  • Creative Planning held 41,417 shares of Vitesse Energy worth $653K as of Q2 2026.
  • Creative Planning sold 5,325 Vitesse Energy shares in Q2 2026, an estimated $94.3K.
  • Vitesse Energy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2982 holding.
  • Creative Planning first reported a position in Vitesse Energy in Q4 2024 and has held it in 6 quarters since.
  • Creative Planning's Vitesse Energy position peaked at $849K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.