RFP
VTS icon

Root Financial Partners’s Vitesse Energy VTS Stock Holding History

Root Financial Partners’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 		– Sell
-131
Closed -$2.38K – 3134
2026
Q1 		$2.38K Buy
131
+125
+2,083% +$2.52K ﹤0.01% 2242
2025
Q4 		$116 Hold
6
– – ﹤0.01% 2323
2025
Q3 		$139 Buy
+6
New +$147 ﹤0.01% 2225

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

Root Financial Partners's VTS Position: Q2 2026 in Review

Root Financial Partners sold out of Vitesse Energy (VTS) in Q2 2026, closing a stake of 131 shares — an estimated $2.38K sold.

Root Financial Partners first reported a position in VTS in Q3 2025 and held it in 3 quarters. The position peaked at $2.38K in Q1 2026. 234 funds tracked by Wall St. Rank hold VTS as of Q2 2026.

  • Root Financial Partners reported no remaining Vitesse Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 131 Vitesse Energy shares in Q2 2026, an estimated $2.38K.
  • Root Financial Partners first reported a position in Vitesse Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Vitesse Energy position peaked at $2.38K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.