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VSM Wealth Advisory’s Vitesse Energy VTS Stock Holding History

VSM Wealth 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
2025
Q3 		– Sell
-402
Closed -$8.88K – 510
2025
Q2 		$8.88K Hold
402
– – ﹤0.01% 390
2025
Q1 		$9.88K Hold
402
– – ﹤0.01% 351
2024
Q4 		$10.1K Buy
+402
New +$10.5K ﹤0.01% 339

Other funds holding VTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $318M AUM 18.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VSM Wealth Advisory's VTS Position: Q3 2025 in Review

VSM Wealth Advisory sold out of Vitesse Energy (VTS) in Q3 2025, closing a stake of 402 shares — an estimated $8.88K sold.

VSM Wealth Advisory first reported a position in VTS in Q4 2024 and held it in 3 quarters. The position peaked at $10.1K in Q4 2024. 234 funds tracked by Wall St. Rank hold VTS as of Q3 2025.

  • VSM Wealth Advisory reported no remaining Vitesse Energy position as of Q3 2025 after selling out during the quarter.
  • VSM Wealth Advisory sold 402 Vitesse Energy shares in Q3 2025, an estimated $8.88K.
  • VSM Wealth Advisory first reported a position in Vitesse Energy in Q4 2024 and held it in 3 quarters.
  • VSM Wealth Advisory's Vitesse Energy position peaked at $10.1K in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Vitesse Energy as of Q3 2025.

Based on VSM Wealth Advisory's 13F filing for Q3 2025, filed 13 Nov 2025.