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 Q3	$67	Hold	4	–	–	﹤0.01%	3769
2026 Q2	$63	Hold	4	–	–	﹤0.01%	3671
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

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

Larson Financial Group's VTS Position: Q3 2026 in Review

Larson Financial Group held its Vitesse Energy (VTS) position steady in Q3 2026 at 4 shares worth $67. The position accounts for ﹤0.01% of the portfolio, ranked #3769.

Larson Financial Group first reported a position in VTS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.95K in Q3 2025. 126 funds tracked by Wall St. Rank hold VTS as of Q3 2026.

Larson Financial Group held 4 shares of Vitesse Energy worth $67 as of Q3 2026.
Larson Financial Group left its Vitesse Energy share count unchanged in Q3 2026.
Vitesse Energy made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3769 holding.
Larson Financial Group first reported a position in Vitesse Energy in Q1 2024 and has held it in 10 quarters since.
Larson Financial Group's Vitesse Energy position peaked at $1.95K in Q3 2025.
126 funds tracked by Wall St. Rank held Vitesse Energy as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.