Universal-Beteiligungs- und Servicegesellschaft
VTLE

Universal-Beteiligungs- und Servicegesellschaft’s Vital Energy VTLE Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
Q3 		– Sell
-12,579
Closed -$202K – 2169
2025
Q2 		$202K Buy
+12,579
New +$206K ﹤0.01% 1938

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's VTLE Position: Q3 2025 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of Vital Energy (VTLE) in Q3 2025, closing a stake of 12,579 shares — an estimated $202K sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in VTLE in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 202 funds tracked by Wall St. Rank hold VTLE as of Q3 2025.

  • Universal-Beteiligungs- und Servicegesellschaft reported no remaining Vital Energy position as of Q3 2025 after selling out during the quarter.
  • Universal-Beteiligungs- und Servicegesellschaft sold 12,579 Vital Energy shares in Q3 2025, an estimated $202K.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Vital Energy in Q2 2025 and held it in 1 quarter.
  • Universal-Beteiligungs- und Servicegesellschaft's Vital Energy position peaked at $202K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held Vital Energy as of Q3 2025.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q3 2025, filed 30 Oct 2025.