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Independent Financial Group’s Vitesse Energy VTS Stock Holding History

Independent Financial Group’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
2024
Q2 		– Sell
-52,536
Closed -$1.25M – 1149
2024
Q1 		$1.25M Sell
52,536
-3,053
-5% -$67K 0.06% 324
2023
Q4 		$1.22M Buy
55,589
+1,830
+3% +$42.2K 0.07% 314
2023
Q3 		$1.23M Buy
+53,759
New +$1.26M 0.08% 274

Other funds holding VTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independent Financial Group's VTS Position: Q2 2024 in Review

Independent Financial Group sold out of Vitesse Energy (VTS) in Q2 2024, closing a stake of 52,536 shares — an estimated $1.25M sold.

Independent Financial Group first reported a position in VTS in Q3 2023 and held it in 3 quarters. The position peaked at $1.25M in Q1 2024. 228 funds tracked by Wall St. Rank hold VTS as of Q2 2024.

  • Independent Financial Group reported no remaining Vitesse Energy position as of Q2 2024 after selling out during the quarter.
  • Independent Financial Group sold 52,536 Vitesse Energy shares in Q2 2024, an estimated $1.25M.
  • Independent Financial Group first reported a position in Vitesse Energy in Q3 2023 and held it in 3 quarters.
  • Independent Financial Group's Vitesse Energy position peaked at $1.25M in Q1 2024.
  • 228 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2024.

Based on Independent Financial Group's 13F filing for Q2 2024, filed 12 Jun 2026.