SWM
VTLE

Spire Wealth Management’s Vital Energy VTLE Stock Holding History

Spire Wealth Management’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
Q2 		– Sell
-28
Closed -$594 – 2581
2025
Q1 		$594 Hold
28
– – ﹤0.01% 2451
2024
Q4 		$866 Buy
+28
New +$830 ﹤0.01% 2392

Other funds holding VTLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Spire Wealth Management's VTLE Position: Q2 2025 in Review

Spire Wealth Management sold out of Vital Energy (VTLE) in Q2 2025, closing a stake of 28 shares — an estimated $594 sold.

Spire Wealth Management first reported a position in VTLE in Q4 2024 and held it in 2 quarters. The position peaked at $866 in Q4 2024. 218 funds tracked by Wall St. Rank hold VTLE as of Q2 2025.

  • Spire Wealth Management reported no remaining Vital Energy position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 28 Vital Energy shares in Q2 2025, an estimated $594.
  • Spire Wealth Management first reported a position in Vital Energy in Q4 2024 and held it in 2 quarters.
  • Spire Wealth Management's Vital Energy position peaked at $866 in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Vital Energy as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.