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 Q2	$177K	Sell	11,198 -4,452	-28%	-$78.8K	0.04%	267
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

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 $3.37T AUM 44.26% 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

Heritage Wealth Management (Ohio)'s VTS Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Vitesse Energy (VTS) stake by 28% in Q2 2026, selling an estimated $78.8K and leaving 11,198 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #267.

Heritage Wealth Management (Ohio) first reported a position in VTS in Q2 2024 and has held it in 9 quarters since. The position peaked at $503K in Q2 2024. 235 funds tracked by Wall St. Rank hold VTS as of Q2 2026.

Heritage Wealth Management (Ohio) held 11,198 shares of Vitesse Energy worth $177K as of Q2 2026.
Heritage Wealth Management (Ohio) sold 4,452 Vitesse Energy shares in Q2 2026, an estimated $78.8K.
Vitesse Energy made up 0.04% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #267 holding.
Heritage Wealth Management (Ohio) first reported a position in Vitesse Energy in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s Vitesse Energy position peaked at $503K in Q2 2024.
235 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.