OIA
VTLE

OneDigital Investment Advisors’s Vital Energy VTLE Stock Holding History

OneDigital Investment Advisors’s Portfolio VTLE Stock Details VTLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18,922
Closed -$320K – 1596
2025
Q3 		$320K Sell
18,922
-509
-3% -$8.6K ﹤0.01% 1148
2025
Q2 		$313K Buy
19,431
+349
+2% +$5.71K ﹤0.01% 1141
2025
Q1 		$405K Sell
19,082
-1,969
-9% -$57.1K ﹤0.01% 941
2024
Q4 		$651K Buy
21,051
+3,874
+23% +$115K 0.01% 786
2024
Q3 		$462K Sell
17,177
-5,221
-23% -$193K 0.01% 967
2024
Q2 		$1M Buy
22,398
+10,841
+94% +$540K 0.01% 620
2024
Q1 		$607K Buy
11,557
+1,121
+11% +$52K 0.01% 675
2023
Q4 		$475K Sell
10,436
-201
-2% -$9.63K 0.01% 735
2023
Q3 		$590K Buy
10,637
+106
+1% +$5.69K 0.01% 583
2023
Q2 		$475K Buy
+10,531
New +$476K 0.01% 663

Other funds holding VTLE

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

OneDigital Investment Advisors's VTLE Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 18,922 shares — an estimated $320K sold.

OneDigital Investment Advisors first reported a position in VTLE in Q2 2023 and held it in 10 quarters. The position peaked at $1M in Q2 2024. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 18,922 Vital Energy shares in Q4 2025, an estimated $320K.
  • OneDigital Investment Advisors first reported a position in Vital Energy in Q2 2023 and held it in 10 quarters.
  • OneDigital Investment Advisors's Vital Energy position peaked at $1M in Q2 2024.
  • 3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.