FORA Capital’s Vital Energy VTLE Stock Holding History

FORA Capital’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 Q2	–	Sell	-13,269	Closed	-$282K	–	719
2025 Q1	$282K	Buy	+13,269	New	+$385K	0.03%	403
2022 Q3	–	Sell	-5,082	Closed	-$350K	–	593
2022 Q2	$350K	Buy	+5,082	New	+$408K	0.07%	312
2021 Q2	–	Sell	-1,728	Closed	-$52K	–	1171
2021 Q1	$52K	Buy	1,728 +364	+27%	+$11.2K	0.02%	539
2020 Q4	$27K	Buy	+1,364	New	+$17.6K	﹤0.01%	840
2020 Q3	–	Sell	-3,389	Closed	-$47K	–	1015
2020 Q2	$47K	Buy	+3,389	New	+$53K	0.02%	657

Other funds holding VTLE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

FORA Capital's VTLE Position: Q2 2025 in Review

FORA Capital sold out of Vital Energy (VTLE) in Q2 2025, closing a stake of 13,269 shares — an estimated $282K sold.

FORA Capital first reported a position in VTLE in Q2 2020 and held it in 5 quarters. The position peaked at $350K in Q2 2022. 218 funds tracked by Wall St. Rank hold VTLE as of Q2 2025.

FORA Capital reported no remaining Vital Energy position as of Q2 2025 after selling out during the quarter.
FORA Capital sold 13,269 Vital Energy shares in Q2 2025, an estimated $282K.
FORA Capital first reported a position in Vital Energy in Q2 2020 and held it in 5 quarters.
FORA Capital's Vital Energy position peaked at $350K in Q2 2022.
218 funds tracked by Wall St. Rank held Vital Energy as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.