IFP Advisors’s Vitesse Energy VTS Stock Holding History

IFP 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 Q3	$5.61K	Sell	336 -278	-45%	-$4.6K	﹤0.01%	3737
2026 Q2	$9.7K	Buy	614 +564	+1,128%	+$10K	﹤0.01%	3416
2026 Q1	$908	Sell	50 -114	-70%	-$2.3K	﹤0.01%	4243
2025 Q4	$3.16K	Sell	164 -3	-2%	-$64	﹤0.01%	3651
2025 Q3	$3.88K	Buy	167 +14	+9%	+$344	﹤0.01%	3387
2025 Q2	$3.38K	Sell	153 -19	-11%	-$416	﹤0.01%	3633
2025 Q1	$4.24K	Buy	172 +171	+17,100%	+$4.38K	﹤0.01%	2901
2024 Q4	$25	Buy	+1	New	+$26	﹤0.01%	4421
2024 Q3	–	Sell	-45	Closed	-$1.07K	–	3450
2024 Q2	$1.07K	Hold	45	–	–	﹤0.01%	2975
2024 Q1	$1.07K	Hold	45	–	–	﹤0.01%	2855
2023 Q4	$985	Hold	45	–	–	﹤0.01%	2812
2023 Q3	$1.03K	Sell	45 -11	-20%	-$258	﹤0.01%	2993
2023 Q2	$1.25K	Sell	56 -103	-65%	-$2.15K	﹤0.01%	3020
2023 Q1	$2.78K	Buy	+159	New	+$2.74K	﹤0.01%	2790

Other funds holding VTS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

IFP Advisors's VTS Position: Q3 2026 in Review

IFP Advisors reduced its Vitesse Energy (VTS) stake by 45% in Q3 2026, selling an estimated $4.6K and leaving 336 shares worth $5.61K. The position accounts for ﹤0.01% of the portfolio, ranked #3737.

IFP Advisors first reported a position in VTS in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.7K in Q2 2026. 147 funds tracked by Wall St. Rank hold VTS as of Q3 2026.

IFP Advisors held 336 shares of Vitesse Energy worth $5.61K as of Q3 2026.
IFP Advisors sold 278 Vitesse Energy shares in Q3 2026, an estimated $4.6K.
Vitesse Energy made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3737 holding.
IFP Advisors first reported a position in Vitesse Energy in Q1 2023 and has held it in 14 quarters since.
IFP Advisors's Vitesse Energy position peaked at $9.7K in Q2 2026.
147 funds tracked by Wall St. Rank held Vitesse Energy as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.