LPL Financial
VTS icon

LPL Financial’s Vitesse Energy VTS Stock Holding History

LPL Financial’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 		$258K Buy
14,221
+37
+0.3% +$745 ﹤0.01% 5304
2025
Q4 		$273K Buy
14,184
+2,677
+23% +$57.1K ﹤0.01% 5221
2025
Q3 		$267K Sell
11,507
-3,036
-21% -$74.6K ﹤0.01% 5144
2025
Q2 		$321K Buy
14,543
+3,294
+29% +$72.1K ﹤0.01% 4727
2025
Q1 		$277K Sell
11,249
-6,095
-35% -$156K ﹤0.01% 4639
2024
Q4 		$434K Buy
17,344
+4,132
+31% +$108K ﹤0.01% 4217
2024
Q3 		$317K Buy
13,212
+4,085
+45% +$101K ﹤0.01% 4378
2024
Q2 		$216K Buy
+9,127
New +$217K ﹤0.01% 4501
2023
Q2 		– Sell
-10,115
Closed -$192K – 4699
2023
Q1 		$192K Buy
+10,115
New +$174K ﹤0.01% 4060

Other funds holding VTS

FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VCM
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