Farther Finance Advisors’s Vital Energy VTLE Stock Holding History

Farther Finance Advisors’s Portfolio VTLE Stock Details VTLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-146	Closed	-$2.47K	–	5600
2025 Q3	$2.47K	Buy	146 +15	+11%	+$253	﹤0.01%	4062
2025 Q2	$2.11K	Buy	131 +14	+12%	+$229	﹤0.01%	3686
2025 Q1	$2.35K	Buy	117 +93	+388%	+$2.69K	﹤0.01%	3325
2024 Q4	$742	Buy	24 +19	+380%	+$563	﹤0.01%	3343
2024 Q3	$135	Sell	5 -7	-58%	-$259	﹤0.01%	3733
2024 Q2	$541	Hold	12	–	–	﹤0.01%	3265
2024 Q1	$632	Sell	12 -74	-86%	-$3.43K	﹤0.01%	2948
2023 Q4	$3.91K	Buy	+86	New	+$4.12K	﹤0.01%	2095

Other funds holding VTLE

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Farther Finance Advisors's VTLE Position: Q4 2025 in Review

Farther Finance Advisors sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 146 shares — an estimated $2.47K sold.

Farther Finance Advisors first reported a position in VTLE in Q4 2023 and held it in 8 quarters. The position peaked at $3.91K in Q4 2023. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

Farther Finance Advisors reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
Farther Finance Advisors sold 146 Vital Energy shares in Q4 2025, an estimated $2.47K.
Farther Finance Advisors first reported a position in Vital Energy in Q4 2023 and held it in 8 quarters.
Farther Finance Advisors's Vital Energy position peaked at $3.91K in Q4 2023.
3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Farther Finance Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.