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SageView Advisory Group’s Vitesse Energy VTS Stock Holding History

SageView Advisory 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 		– Sell
-100
Closed -$1.94K – 2400
2025
Q4 		$1.94K Buy
+100
New +$2.13K ﹤0.01% 2239

Other funds holding VTS

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

SageView Advisory Group's VTS Position: Q1 2026 in Review

SageView Advisory Group sold out of Vitesse Energy (VTS) in Q1 2026, closing a stake of 100 shares — an estimated $1.94K sold.

SageView Advisory Group first reported a position in VTS in Q4 2025 and held it in 1 quarter. The position peaked at $1.94K in Q4 2025. 232 funds tracked by Wall St. Rank hold VTS as of Q1 2026.

  • SageView Advisory Group reported no remaining Vitesse Energy position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 100 Vitesse Energy shares in Q1 2026, an estimated $1.94K.
  • SageView Advisory Group first reported a position in Vitesse Energy in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Vitesse Energy position peaked at $1.94K in Q4 2025.
  • 232 funds tracked by Wall St. Rank held Vitesse Energy as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.