NewEdge Advisors’s Vitesse Energy VTS Stock Holding History

NewEdge Advisors’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	$205K	Sell	13,021 -1,526	-10%	-$27K	﹤0.01%	2755
2026 Q1	$264K	Sell	14,547 -5,652	-28%	-$114K	﹤0.01%	2433
2025 Q4	$389K	Buy	20,199 +2,648	+15%	+$56.5K	﹤0.01%	2145
2025 Q3	$408K	Buy	17,551 +17,042	+3,348%	+$419K	﹤0.01%	1967
2025 Q2	$11.3K	Buy	+509	New	+$11.1K	﹤0.01%	3174
2024 Q1	–	Sell	-70	Closed	-$1.54K	–	3971
2023 Q4	$1.53K	Sell	70 -17	-20%	-$392	﹤0.01%	3391
2023 Q3	$1.99K	Hold	87	–	–	﹤0.01%	3046
2023 Q2	$1.95K	Buy	87 +35	+67%	+$730	﹤0.01%	3103
2023 Q1	$989	Buy	+52	New	+$897	﹤0.01%	3156

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

NewEdge Advisors's VTS Position: Q2 2026 in Review

NewEdge Advisors reduced its Vitesse Energy (VTS) stake by 10% in Q2 2026, selling an estimated $27K and leaving 13,021 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #2755.

NewEdge Advisors first reported a position in VTS in Q1 2023 and has held it in 9 quarters since. The position peaked at $408K in Q3 2025. 234 funds tracked by Wall St. Rank hold VTS as of Q2 2026.

NewEdge Advisors held 13,021 shares of Vitesse Energy worth $205K as of Q2 2026.
NewEdge Advisors sold 1,526 Vitesse Energy shares in Q2 2026, an estimated $27K.
Vitesse Energy made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2755 holding.
NewEdge Advisors first reported a position in Vitesse Energy in Q1 2023 and has held it in 9 quarters since.
NewEdge Advisors's Vitesse Energy position peaked at $408K in Q3 2025.
234 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.