Ethic Inc’s Vitesse Energy VTS Stock Holding History

Ethic Inc’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	$684K	Sell	37,672 -23,142	-38%	-$466K	0.01%	757
2025 Q4	$1.17M	Buy	60,814 +2,316	+4%	+$49.4K	0.02%	593
2025 Q3	$1.36M	Buy	58,498 +4,378	+8%	+$108K	0.02%	543
2025 Q2	$1.22M	Buy	54,120 +2,181	+4%	+$47.8K	0.02%	560
2025 Q1	$1.29M	Buy	51,939 +1,087	+2%	+$27.8K	0.03%	531
2024 Q4	$1.27M	Sell	50,852 -386	-0.8%	-$10.1K	0.03%	532
2024 Q3	$1.22M	Sell	51,238 -1,170	-2%	-$28.9K	0.03%	516
2024 Q2	$1.24M	Buy	52,408 +1,170	+2%	+$27.8K	0.03%	510
2024 Q1	$1.22M	Buy	51,238 +2,190	+4%	+$48K	0.03%	519
2023 Q4	$1.07M	Sell	49,048 -6,372	-11%	-$147K	0.03%	519
2023 Q3	$1.27M	Sell	55,420 -89,056	-62%	-$2.09M	0.04%	413
2023 Q2	$3.24M	Buy	+144,476	New	+$3.01M	0.12%	211

Other funds holding VTS

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

BlackRock New York $5.7T 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