Larson Financial Group’s Vitesse Energy VTS Stock Holding History

Larson 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
2026 Q1	$73	Hold	4	–	–	﹤0.01%	3533
2025 Q4	$77	Sell	4 -80	-95%	-$1.71K	﹤0.01%	3357
2025 Q3	$1.95K	Buy	84 +35	+71%	+$860	﹤0.01%	2720
2025 Q2	$1.08K	Buy	49 +26	+113%	+$569	﹤0.01%	2627
2025 Q1	$566	Buy	23 +19	+475%	+$486	﹤0.01%	2543
2024 Q4	$100	Buy	+4	New	+$104	﹤0.01%	2600
2024 Q3	–	Sell	-47	Closed	-$1.12K	–	2772
2024 Q2	$1.12K	Buy	47 +2	+4%	+$48	﹤0.01%	1686
2024 Q1	$1.07K	Buy	+45	New	+$987	﹤0.01%	1440

Other funds holding VTS

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return