Newbridge Financial Services Group’s Vitesse Energy VTS Stock Holding History

Newbridge Financial Services 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 Q1	$6.17K	Hold	340	–	–	﹤0.01%	878
2025 Q4	$6.55K	Hold	340	–	–	﹤0.01%	857
2025 Q3	$7.9K	Hold	340	–	–	﹤0.01%	940
2025 Q2	$7.51K	Hold	340	–	–	﹤0.01%	951
2025 Q1	$8.36K	Hold	340	–	–	﹤0.01%	718
2024 Q4	$8.5K	Hold	340	–	–	﹤0.01%	766
2024 Q3	$8.17K	Hold	340	–	–	﹤0.01%	452
2024 Q2	$8.06K	Hold	340	–	–	﹤0.01%	750
2024 Q1	$8.07K	Hold	340	–	–	﹤0.01%	813
2023 Q4	$7.44K	Hold	340	–	–	﹤0.01%	797
2023 Q3	$7.78K	Hold	340	–	–	﹤0.01%	871
2023 Q2	$7.62K	Hold	340	–	–	﹤0.01%	949
2023 Q1	$6.47K	Buy	+340	New	+$5.86K	﹤0.01%	1008

Other funds holding VTS

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

BlackRock New York $5.72T 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