Mather Group’s Vitesse Energy VTS Stock Holding History

Mather 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	$150	Hold	9	–	–	﹤0.01%	2218
2026 Q2	$142	Hold	9	–	–	﹤0.01%	1875
2026 Q1	$163	Buy	+9	New	+$181	﹤0.01%	1855
2025 Q4	–	Sell	-9	Closed	-$209	–	1632
2025 Q3	$209	Buy	+9	New	+$221	﹤0.01%	1660
2025 Q2	–	Sell	-9	Closed	-$221	–	1699
2025 Q1	$221	Hold	9	–	–	﹤0.01%	1724
2024 Q4	$225	Hold	9	–	–	﹤0.01%	1693
2024 Q3	$216	Hold	9	–	–	﹤0.01%	1651
2024 Q2	$214	Hold	9	–	–	﹤0.01%	2120
2024 Q1	$197	Buy	+9	New	+$197	﹤0.01%	1720

Other funds holding VTS

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $202M AUM 43.14% 1-Year Est. Return

Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Mather Group's VTS Position: Q3 2026 in Review

Mather Group held its Vitesse Energy (VTS) position steady in Q3 2026 at 9 shares worth $150. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

Mather Group first reported a position in VTS in Q1 2024 and has held it in 9 quarters since. The position peaked at $225 in Q4 2024. 39 funds tracked by Wall St. Rank hold VTS as of Q3 2026.

Mather Group held 9 shares of Vitesse Energy worth $150 as of Q3 2026.
Mather Group left its Vitesse Energy share count unchanged in Q3 2026.
Vitesse Energy made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2218 holding.
Mather Group first reported a position in Vitesse Energy in Q1 2024 and has held it in 9 quarters since.
Mather Group's Vitesse Energy position peaked at $225 in Q4 2024.
39 funds tracked by Wall St. Rank held Vitesse Energy as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.