UBS Group

UBS Group’s Vitesse Energy VTS Stock Holding History

UBS 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
2026 Q1	$1.46M	Sell	80,543 -14,607	-15%	-$294K	﹤0.01%	5247
2025 Q4	$1.83M	Sell	95,150 -47,922	-33%	-$1.02M	﹤0.01%	5057
2025 Q3	$3.32M	Buy	143,072 +18,980	+15%	+$466K	﹤0.01%	4460
2025 Q2	$2.74M	Sell	124,092 -22,065	-15%	-$483K	﹤0.01%	4490
2025 Q1	$3.59M	Buy	146,157 +28,491	+24%	+$729K	﹤0.01%	4132
2024 Q4	$2.94M	Sell	117,666 -3,895	-3%	-$102K	﹤0.01%	4344
2024 Q3	$2.92M	Buy	121,561 +13,393	+12%	+$331K	﹤0.01%	3621
2024 Q2	$2.56M	Sell	108,168 -6,781	-6%	-$161K	﹤0.01%	3508
2024 Q1	$2.73M	Buy	114,949 +49,718	+76%	+$1.09M	﹤0.01%	3627
2023 Q4	$1.43M	Sell	65,231 -5,588	-8%	-$129K	﹤0.01%	4169
2023 Q3	$1.62M	Buy	70,819 +5,835	+9%	+$137K	﹤0.01%	3647
2023 Q2	$1.46M	Buy	64,984 +45,999	+242%	+$960K	﹤0.01%	3855
2023 Q1	$361K	Buy	+18,985	New	+$327K	﹤0.01%	4946

Other funds holding VTS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

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

Geode Capital Management

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

Mirae Asset Global ETFs Holdings

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