Steward Partners Investment Advisory’s Vitesse Energy VTS Stock Holding History

Steward Partners Investment Advisory’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	$3.6K	Hold	198	–	–	﹤0.01%	3898
2025 Q4	$3.81K	Sell	198 -1	-0.5%	-$21	﹤0.01%	3775
2025 Q3	$4.62K	Buy	199 +23	+13%	+$565	﹤0.01%	3680
2025 Q2	$3.89K	Hold	176	–	–	﹤0.01%	3559
2025 Q1	$4.33K	Hold	176	–	–	﹤0.01%	3419
2024 Q4	$4.4K	Hold	176	–	–	﹤0.01%	3404
2024 Q3	$4.23K	Hold	176	–	–	﹤0.01%	3240
2024 Q2	$4.17K	Hold	176	–	–	﹤0.01%	3103
2024 Q1	$4.18K	Hold	176	–	–	﹤0.01%	3098
2023 Q4	$3.85K	Hold	176	–	–	﹤0.01%	3061
2023 Q3	$4.03K	Hold	176	–	–	﹤0.01%	2899
2023 Q2	$3.94K	Hold	176	–	–	﹤0.01%	2868
2023 Q1	$3.35K	Buy	+176	New	+$3.04K	﹤0.01%	2908

Other funds holding VTS

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Steward Partners Investment Advisory's VTS Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Vitesse Energy (VTS) position steady in Q1 2026 at 198 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3898.

Steward Partners Investment Advisory first reported a position in VTS in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.62K in Q3 2025. 232 funds tracked by Wall St. Rank hold VTS as of Q1 2026.

Steward Partners Investment Advisory held 198 shares of Vitesse Energy worth $3.6K as of Q1 2026.
Steward Partners Investment Advisory left its Vitesse Energy share count unchanged in Q1 2026.
Vitesse Energy made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3898 holding.
Steward Partners Investment Advisory first reported a position in Vitesse Energy in Q1 2023 and has held it in 13 quarters since.
Steward Partners Investment Advisory's Vitesse Energy position peaked at $4.62K in Q3 2025.
232 funds tracked by Wall St. Rank held Vitesse Energy as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.