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 Q2	$174K	Sell	11,021 -3,200	-23%	-$56.7K	﹤0.01%	5805
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

KEM

Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial's VTS Position: Q2 2026 in Review

LPL Financial reduced its Vitesse Energy (VTS) stake by 23% in Q2 2026, selling an estimated $56.7K and leaving 11,021 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #5805.

LPL Financial first reported a position in VTS in Q1 2023 and has held it in 10 quarters since. The position peaked at $434K in Q4 2024. 234 funds tracked by Wall St. Rank hold VTS as of Q2 2026.

LPL Financial held 11,021 shares of Vitesse Energy worth $174K as of Q2 2026.
LPL Financial sold 3,200 Vitesse Energy shares in Q2 2026, an estimated $56.7K.
Vitesse Energy made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5805 holding.
LPL Financial first reported a position in Vitesse Energy in Q1 2023 and has held it in 10 quarters since.
LPL Financial's Vitesse Energy position peaked at $434K in Q4 2024.
234 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.