EverSource Wealth Advisors’s Vitesse Energy VTS Stock Holding History

EverSource Wealth Advisors’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	$1.83K	Buy	116 +67	+137%	+$1.19K	﹤0.01%	3757
2026 Q1	$890	Sell	49 -135	-73%	-$2.72K	﹤0.01%	3892
2025 Q4	$3.54K	Sell	184 -191	-51%	-$4.08K	﹤0.01%	3262
2025 Q3	$8.71K	Sell	375 -1	-0.3%	-$25	﹤0.01%	2895
2025 Q2	$8.31K	Buy	376 +65	+21%	+$1.42K	﹤0.01%	2930
2025 Q1	$7.65K	Buy	311 +45	+17%	+$1.15K	﹤0.01%	2273
2024 Q4	$6.65K	Buy	266 +179	+206%	+$4.67K	﹤0.01%	2212
2024 Q3	$2.09K	Hold	87	–	–	﹤0.01%	2534
2024 Q2	$2.26K	Hold	87	–	–	﹤0.01%	2511
2024 Q1	$1.93K	Hold	87	–	–	﹤0.01%	2398
2023 Q4	$1.91K	Hold	87	–	–	﹤0.01%	2184
2023 Q3	$1.99K	Sell	87 -74	-46%	-$1.74K	﹤0.01%	2004
2023 Q2	$3.61K	Hold	161	–	–	﹤0.01%	1852
2023 Q1	$3.06K	Buy	+161	New	+$2.78K	﹤0.01%	1811

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EverSource Wealth Advisors's VTS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Vitesse Energy (VTS) stake by 137% in Q2 2026, buying an estimated $1.19K and bringing the position to 116 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #3757.

EverSource Wealth Advisors first reported a position in VTS in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.71K in Q3 2025. 234 funds tracked by Wall St. Rank hold VTS as of Q2 2026.

EverSource Wealth Advisors held 116 shares of Vitesse Energy worth $1.83K as of Q2 2026.
EverSource Wealth Advisors bought 67 Vitesse Energy shares in Q2 2026, an estimated $1.19K.
Vitesse Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3757 holding.
EverSource Wealth Advisors first reported a position in Vitesse Energy in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's Vitesse Energy position peaked at $8.71K in Q3 2025.
234 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.