Farther Finance Advisors’s Vitesse Energy VTS Stock Holding History

Farther Finance 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 Q1	$6.11K	Buy	347 +34	+11%	+$684	﹤0.01%	4391
2025 Q4	$6.03K	Sell	313 -20	-6%	-$427	﹤0.01%	4201
2025 Q3	$7.74K	Sell	333 -34	-9%	-$835	﹤0.01%	3553
2025 Q2	$8.11K	Sell	367 -7	-2%	-$153	﹤0.01%	3182
2025 Q1	$9.29K	Sell	374 -23	-6%	-$589	﹤0.01%	2773
2024 Q4	$9.93K	Sell	397 -121	-23%	-$3.16K	﹤0.01%	2386
2024 Q3	$12.4K	Sell	518 -409	-44%	-$10.1K	﹤0.01%	2279
2024 Q2	$22K	Sell	927 -65	-7%	-$1.54K	﹤0.01%	1750
2024 Q1	$23.1K	Sell	992 -444	-31%	-$9.74K	﹤0.01%	1442
2023 Q4	$31.4K	Sell	1,436 -46	-3%	-$1.06K	﹤0.01%	1186
2023 Q3	$33.9K	Sell	1,482 -123	-8%	-$2.89K	0.01%	921
2023 Q2	$36K	Sell	1,605 -1,563	-49%	-$32.6K	0.01%	778
2023 Q1	$60.3K	Buy	+3,168	New	+$54.6K	0.02%	552

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