Independent Financial Group’s Vermilion Energy VET Stock Holding History

Independent Financial Group’s Portfolio VET Stock Details VET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-28,797	Closed	-$423K	–	1013
2023 Q3	$423K	Buy	+28,797	New	+$405K	0.03%	547
2022 Q3	–	Sell	-39,500	Closed	-$750K	–	785
2022 Q2	$750K	Sell	39,500 -7,950	-17%	-$166K	0.08%	288
2022 Q1	$997K	Buy	47,450 +2,750	+6%	+$48.8K	0.08%	253
2021 Q4	$563K	Buy	+44,700	New	+$487K	0.05%	391
2021 Q3	–	Sell	-57,700	Closed	-$506K	–	757
2021 Q2	$506K	Buy	57,700 +5,650	+11%	+$44.2K	0.05%	365
2021 Q1	$378K	Buy	+52,050	New	+$322K	0.05%	396
2020 Q4	–	Sell	-26,500	Closed	-$61.7K	–	608
2020 Q3	$61.7K	Sell	26,500 -65,850	-71%	-$259K	0.01%	500
2020 Q2	$410K	Buy	92,350 +25,000	+37%	+$118K	0.09%	255
2020 Q1	$204K	Buy	+67,350	New	+$752K	0.06%	336

Other funds holding VET

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Independent Financial Group's VET Position: Q4 2023 in Review

Independent Financial Group sold out of Vermilion Energy (VET) in Q4 2023, closing a stake of 28,797 shares — an estimated $423K sold.

Independent Financial Group first reported a position in VET in Q1 2020 and held it in 9 quarters. The position peaked at $997K in Q1 2022. 176 funds tracked by Wall St. Rank hold VET as of Q4 2023.

Independent Financial Group reported no remaining Vermilion Energy position as of Q4 2023 after selling out during the quarter.
Independent Financial Group sold 28,797 Vermilion Energy shares in Q4 2023, an estimated $423K.
Independent Financial Group first reported a position in Vermilion Energy in Q1 2020 and held it in 9 quarters.
Independent Financial Group's Vermilion Energy position peaked at $997K in Q1 2022.
176 funds tracked by Wall St. Rank held Vermilion Energy as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.