SVB Wealth’s Vitesse Energy VTS Stock Holding History

SVB Wealth’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	-20	Closed	-$492	–	1613
2025 Q1	$492	Buy	+20	New	+$512	﹤0.01%	1405

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

SVB Wealth's VTS Position: Q2 2025 in Review

SVB Wealth sold out of Vitesse Energy (VTS) in Q2 2025, closing a stake of 20 shares — an estimated $492 sold.

SVB Wealth first reported a position in VTS in Q1 2025 and held it in 1 quarter. The position peaked at $492 in Q1 2025. 229 funds tracked by Wall St. Rank hold VTS as of Q2 2025.

SVB Wealth reported no remaining Vitesse Energy position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 20 Vitesse Energy shares in Q2 2025, an estimated $492.
SVB Wealth first reported a position in Vitesse Energy in Q1 2025 and held it in 1 quarter.
SVB Wealth's Vitesse Energy position peaked at $492 in Q1 2025.
229 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.