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Norris Financial Group’s Vitesse Energy VTS Stock Holding History

Norris Financial 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
Q2 		$1.19M Sell
75,297
-1,445
-2% -$25.6K 0.47% 41
2026
Q1 		$1.39M Buy
76,742
+43,856
+133% +$883K 0.45% 53
2025
Q4 		$633K Sell
32,886
-2,688
-8% -$57.4K 0.22% 60
2025
Q3 		$826K Buy
+35,574
New +$874K 0.3% 55

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Norris Financial Group's VTS Position: Q2 2026 in Review

Norris Financial Group reduced its Vitesse Energy (VTS) stake by 1.9% in Q2 2026, selling an estimated $25.6K and leaving 75,297 shares worth $1.19M. The position accounts for 0.47% of the portfolio, ranked #41.

Norris Financial Group first reported a position in VTS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.39M in Q1 2026. 234 funds tracked by Wall St. Rank hold VTS as of Q2 2026.

  • Norris Financial Group held 75,297 shares of Vitesse Energy worth $1.19M as of Q2 2026.
  • Norris Financial Group sold 1,445 Vitesse Energy shares in Q2 2026, an estimated $25.6K.
  • Vitesse Energy made up 0.47% of Norris Financial Group's portfolio in Q2 2026, its #41 holding.
  • Norris Financial Group first reported a position in Vitesse Energy in Q3 2025 and has held it in 4 quarters since.
  • Norris Financial Group's Vitesse Energy position peaked at $1.39M in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.