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Steward Financial Group’s Vitesse Energy VTS Stock Holding History

Steward Financial 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
2023
Q3 		$1K Buy
+62
New +$1.46K ﹤0.01% 1281
2023
Q2 		– Sell
-62
Closed -$1K – 997
2023
Q1 		$1K Buy
+62
New +$1.07K ﹤0.01% 670

Other funds holding VTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Steward Financial Group's VTS Position: Q3 2023 in Review

Steward Financial Group opened a new position in Vitesse Energy (VTS) in Q3 2023: 62 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1281 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in VTS as recently as Q1 2023.

Steward Financial Group first reported a position in VTS in Q1 2023 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold VTS as of Q3 2023.

  • Steward Financial Group held 62 shares of Vitesse Energy worth $1K as of Q3 2023.
  • Vitesse Energy was a new Steward Financial Group position in Q3 2023.
  • Vitesse Energy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1281 holding.
  • Steward Financial Group first reported a position in Vitesse Energy in Q1 2023 and has held it in 2 quarters since.
  • 216 funds tracked by Wall St. Rank held Vitesse Energy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.