Sequoia Financial Advisors’s Vitesse Energy VTS Stock Holding History

Sequoia Financial 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
2025 Q2	–	Sell	-10,743	Closed	-$264K	–	1644
2025 Q1	$264K	Sell	10,743 -829	-7%	-$21.2K	﹤0.01%	1116
2024 Q4	$289K	Sell	11,572 -42	-0.4%	-$1.1K	﹤0.01%	1036
2024 Q3	$279K	Buy	+11,614	New	+$287K	﹤0.01%	1002

Other funds holding VTS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GCM

GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Sequoia Financial Advisors's VTS Position: Q2 2025 in Review

Sequoia Financial Advisors sold out of Vitesse Energy (VTS) in Q2 2025, closing a stake of 10,743 shares — an estimated $264K sold.

Sequoia Financial Advisors first reported a position in VTS in Q3 2024 and held it in 3 quarters. The position peaked at $289K in Q4 2024. 229 funds tracked by Wall St. Rank hold VTS as of Q2 2025.

Sequoia Financial Advisors reported no remaining Vitesse Energy position as of Q2 2025 after selling out during the quarter.
Sequoia Financial Advisors sold 10,743 Vitesse Energy shares in Q2 2025, an estimated $264K.
Sequoia Financial Advisors first reported a position in Vitesse Energy in Q3 2024 and held it in 3 quarters.
Sequoia Financial Advisors's Vitesse Energy position peaked at $289K in Q4 2024.
229 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2025.

Based on Sequoia Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.