IFWM
VTS icon

Institute for Wealth Management’s Vitesse Energy VTS Stock Holding History

Institute for Wealth Management’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 		$284 Buy
+18
New +$319 ﹤0.01% 1719

Other funds holding VTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
CAM
Crown Advisors Management Larkspur, California $182M AUM 103.97% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IPW
Inlet Private Wealth Jupiter, Florida $411M AUM 37.25% 1-Year Est. Return

Institute for Wealth Management's VTS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vitesse Energy (VTS) in Q2 2026: 18 shares worth $284. The stake represents ﹤0.01% of the portfolio and ranks #1719 among its holdings.

109 funds tracked by Wall St. Rank hold VTS as of Q2 2026.

  • Institute for Wealth Management held 18 shares of Vitesse Energy worth $284 as of Q2 2026.
  • Vitesse Energy was a new Institute for Wealth Management position in Q2 2026.
  • Vitesse Energy made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1719 holding.
  • 109 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.