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VTLE

Legacy Investment Solutions’s Vital Energy VTLE Stock Holding History

Legacy Investment Solutions’s Portfolio VTLE Stock Details VTLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.8K Buy
+112
New +$1.83K ﹤0.01% 530
2024
Q4 		$1.23K Sell
39
-1
-3% -$30 ﹤0.01% 569
2024
Q3 		$1.22K Buy
+40
New +$1.48K ﹤0.01% 530

Other funds holding VTLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
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
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Legacy Investment Solutions's VTLE Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vital Energy (VTLE) in Q2 2025: 112 shares worth $1.8K. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VTLE as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VTLE in Q3 2024 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold VTLE as of Q2 2025.

  • Legacy Investment Solutions held 112 shares of Vital Energy worth $1.8K as of Q2 2025.
  • Vital Energy was a new Legacy Investment Solutions position in Q2 2025.
  • Vital Energy made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #530 holding.
  • Legacy Investment Solutions first reported a position in Vital Energy in Q3 2024 and has held it in 3 quarters since.
  • 218 funds tracked by Wall St. Rank held Vital Energy as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.