Elgethun Capital Management’s Vitesse Energy VTS Stock Holding History

Elgethun Capital Management’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	$736K	Buy	40,514 +33,375	+468%	+$672K	0.12%	82
2025 Q4	$137K	Sell	7,139 -2,171	-23%	-$46.3K	0.02%	154
2025 Q3	$215K	Sell	9,310 -92	-1%	-$2.26K	0.04%	129
2025 Q2	$208K	Buy	9,402 +1,964	+26%	+$43K	0.04%	125
2025 Q1	$183K	Sell	7,438 -328	-4%	-$8.4K	0.04%	130
2024 Q4	$194K	Sell	7,766 -139	-2%	-$3.63K	0.05%	117
2024 Q3	$190K	Sell	7,905 -16	-0.2%	-$395	0.04%	123
2024 Q2	$188K	Sell	7,921 -55	-0.7%	-$1.31K	0.05%	122
2024 Q1	$188K	Sell	7,976 -117	-1%	-$2.57K	0.05%	127
2023 Q4	$177K	Sell	8,093 -188	-2%	-$4.33K	0.05%	122
2023 Q3	$188K	Sell	8,281 -14	-0.2%	-$329	0.06%	113
2023 Q2	$186K	Buy	+8,295	New	+$173K	0.06%	118

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