Morgan Stanley

Morgan Stanley’s Vitesse Energy VTS Stock Holding History

Morgan Stanley’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	$6.96M	Buy	383,009 +6,524	+2%	+$131K	﹤0.01%	3879
2025 Q4	$7.25M	Buy	376,485 +25,028	+7%	+$534K	﹤0.01%	3896
2025 Q3	$8.16M	Buy	351,457 +10,690	+3%	+$263K	﹤0.01%	3717
2025 Q2	$7.53M	Buy	340,767 +51,722	+18%	+$1.13M	﹤0.01%	3711
2025 Q1	$7.11M	Sell	289,045 -21,143	-7%	-$541K	﹤0.01%	3621
2024 Q4	$7.75M	Buy	310,188 +1,844	+0.6%	+$48.2K	﹤0.01%	3618
2024 Q3	$7.41M	Buy	308,344 +65,439	+27%	+$1.61M	﹤0.01%	3656
2024 Q2	$5.76M	Sell	242,905 -639	-0.3%	-$15.2K	﹤0.01%	3771
2024 Q1	$5.78M	Sell	243,544 -323,508	-57%	-$7.1M	﹤0.01%	3803
2023 Q4	$12.4M	Buy	567,052 +308,351	+119%	+$7.11M	﹤0.01%	3739
2023 Q3	$5.92M	Sell	258,701 -87,097	-25%	-$2.04M	﹤0.01%	3603
2023 Q2	$7.75M	Sell	345,798 -27,578	-7%	-$575K	﹤0.01%	3418
2023 Q1	$7.11M	Buy	+373,376	New	+$6.44M	﹤0.01%	3464

Other funds holding VTS

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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