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Heritage Wealth Management (Ohio)’s Vitesse Energy VTS Stock Holding History

Heritage Wealth Management (Ohio)’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 		$284K Sell
15,650
-985
-6% -$19.8K 0.14% 131
2025
Q4 		$320K Sell
16,635
-1,433
-8% -$30.6K 0.09% 195
2025
Q3 		$420K Buy
18,068
+15
+0.1% +$369 0.12% 162
2025
Q2 		$399K Sell
18,053
-1,486
-8% -$32.5K 0.13% 164
2025
Q1 		$480K Sell
19,539
-337
-2% -$8.63K 0.16% 138
2024
Q4 		$497K Sell
19,876
-988
-5% -$25.8K 0.17% 136
2024
Q3 		$501K Buy
20,864
+12
+0.1% +$296 0.16% 135
2024
Q2 		$503K Buy
+20,852
New +$496K 0.17% 129

Other funds holding VTS

FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VCM
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

Heritage Wealth Management (Ohio)'s VTS Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its Vitesse Energy (VTS) stake by 5.9% in Q1 2026, selling an estimated $19.8K and leaving 15,650 shares worth $284K. The position accounts for 0.14% of the portfolio, ranked #131.

Heritage Wealth Management (Ohio) first reported a position in VTS in Q2 2024 and has held it in 8 quarters since. The position peaked at $503K in Q2 2024. 232 funds tracked by Wall St. Rank hold VTS as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 15,650 shares of Vitesse Energy worth $284K as of Q1 2026.
  • Heritage Wealth Management (Ohio) sold 985 Vitesse Energy shares in Q1 2026, an estimated $19.8K.
  • Vitesse Energy made up 0.14% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #131 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Vitesse Energy in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s Vitesse Energy position peaked at $503K in Q2 2024.
  • 232 funds tracked by Wall St. Rank held Vitesse Energy as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.