JFS Wealth Advisors’s Vitesse Energy VTS Stock Holding History

JFS Wealth 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	$418	Hold	25	–	–	﹤0.01%	1936
2026 Q2	$395	Hold	25	–	–	﹤0.01%	2005
2026 Q1	$454	Hold	25	–	–	﹤0.01%	1778
2025 Q4	$482	Hold	25	–	–	﹤0.01%	1809
2025 Q3	$581	Hold	25	–	–	﹤0.01%	1735
2025 Q2	$553	Hold	25	–	–	﹤0.01%	1682
2025 Q1	$615	Hold	25	–	–	﹤0.01%	1744
2024 Q4	$625	Hold	25	–	–	﹤0.01%	1755
2024 Q3	$601	Hold	25	–	–	﹤0.01%	1773
2024 Q2	$593	Hold	25	–	–	﹤0.01%	1781
2024 Q1	$594	Hold	25	–	–	﹤0.01%	1757
2023 Q4	$548	Hold	25	–	–	﹤0.01%	1786
2023 Q3	$573	Hold	25	–	–	﹤0.01%	1722
2023 Q2	$560	Hold	25	–	–	﹤0.01%	1740
2023 Q1	$476	Buy	+25	New	+$431	﹤0.01%	1726

Other funds holding VTS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

JFS Wealth Advisors's VTS Position: Q3 2026 in Review

JFS Wealth Advisors held its Vitesse Energy (VTS) position steady in Q3 2026 at 25 shares worth $418. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

JFS Wealth Advisors first reported a position in VTS in Q1 2023 and has held it in 15 quarters since. The position peaked at $625 in Q4 2024. 126 funds tracked by Wall St. Rank hold VTS as of Q3 2026.

JFS Wealth Advisors held 25 shares of Vitesse Energy worth $418 as of Q3 2026.
JFS Wealth Advisors left its Vitesse Energy share count unchanged in Q3 2026.
Vitesse Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1936 holding.
JFS Wealth Advisors first reported a position in Vitesse Energy in Q1 2023 and has held it in 15 quarters since.
JFS Wealth Advisors's Vitesse Energy position peaked at $625 in Q4 2024.
126 funds tracked by Wall St. Rank held Vitesse Energy as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.