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Whipplewood Advisors’s Vitesse Energy VTS Stock Holding History

Whipplewood Advisors’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
Q2 		– Sell
-3
Closed -$54 – 1025
2026
Q1 		$54 Buy
+3
New +$60 ﹤0.01% 1053
2025
Q3 		– Sell
-3
Closed -$66 – 1146
2025
Q2 		$66 Sell
3
-606
-100% -$13.3K ﹤0.01% 1197
2025
Q1 		$74 Buy
609
+606
+20,200% +$15.5K ﹤0.01% 1205
2024
Q4 		$75 Buy
+3
New +$78 ﹤0.01% 1179

Other funds holding VTS

KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Whipplewood Advisors's VTS Position: Q2 2026 in Review

Whipplewood Advisors sold out of Vitesse Energy (VTS) in Q2 2026, closing a stake of 3 shares — an estimated $54 sold.

Whipplewood Advisors first reported a position in VTS in Q4 2024 and held it in 4 quarters. The position peaked at $75 in Q4 2024. 234 funds tracked by Wall St. Rank hold VTS as of Q2 2026.

  • Whipplewood Advisors reported no remaining Vitesse Energy position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 3 Vitesse Energy shares in Q2 2026, an estimated $54.
  • Whipplewood Advisors first reported a position in Vitesse Energy in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Vitesse Energy position peaked at $75 in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.