LC
VTLE

Lindbrook Capital’s Vital Energy VTLE Stock Holding History

Lindbrook Capital’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
Q1 		$594 Sell
28
-657
-96% -$19K ﹤0.01% 2594
2024
Q4 		$21.2K Buy
685
+370
+117% +$11K ﹤0.01% 1260
2024
Q3 		$8.47K Buy
315
+212
+206% +$7.85K ﹤0.01% 1764
2024
Q2 		$4.62K Buy
103
+47
+84% +$2.34K ﹤0.01% 2036
2024
Q1 		$2.94K Sell
56
-33
-37% -$1.53K ﹤0.01% 2109
2023
Q4 		$4.05K Buy
+89
New +$4.27K ﹤0.01% 2001
2023
Q2 		– Sell
-138
Closed -$6.29K – 2859
2023
Q1 		$6.29K Buy
+138
New +$6.89K ﹤0.01% 1748
2022
Q4 		– Sell
-8
Closed -$494 – 3026
2022
Q3 		$1K Buy
8
+5
+167% +$356 ﹤0.01% 2524
2022
Q2 		$0 Buy
+3
New +$241 ﹤0.01% 2794

Other funds holding VTLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lindbrook Capital's VTLE Position: Q1 2025 in Review

Lindbrook Capital reduced its Vital Energy (VTLE) stake by 96% in Q1 2025, selling an estimated $19K and leaving 28 shares worth $594. The position accounts for ﹤0.01% of the portfolio, ranked #2594.

Lindbrook Capital first reported a position in VTLE in Q2 2022 and has held it in 9 quarters since. The position peaked at $21.2K in Q4 2024. 228 funds tracked by Wall St. Rank hold VTLE as of Q1 2025.

  • Lindbrook Capital held 28 shares of Vital Energy worth $594 as of Q1 2025.
  • Lindbrook Capital sold 657 Vital Energy shares in Q1 2025, an estimated $19K.
  • Vital Energy made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2594 holding.
  • Lindbrook Capital first reported a position in Vital Energy in Q2 2022 and has held it in 9 quarters since.
  • Lindbrook Capital's Vital Energy position peaked at $21.2K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Vital Energy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.