WSFS
VTLE

Wilmington Savings Fund Society’s Vital Energy VTLE Stock Holding History

Wilmington Savings Fund Society’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
Q1 		– Sell
-33
Closed -$1.02K – 2144
2024
Q4 		$1.02K Hold
33
– – ﹤0.01% 2002
2024
Q3 		$888 Buy
+33
New +$1.22K ﹤0.01% 1986

Other funds holding VTLE

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WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wilmington Savings Fund Society's VTLE Position: Q1 2025 in Review

Wilmington Savings Fund Society sold out of Vital Energy (VTLE) in Q1 2025, closing a stake of 33 shares — an estimated $1.02K sold.

Wilmington Savings Fund Society first reported a position in VTLE in Q3 2024 and held it in 2 quarters. The position peaked at $1.02K in Q4 2024. 228 funds tracked by Wall St. Rank hold VTLE as of Q1 2025.

  • Wilmington Savings Fund Society reported no remaining Vital Energy position as of Q1 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 33 Vital Energy shares in Q1 2025, an estimated $1.02K.
  • Wilmington Savings Fund Society first reported a position in Vital Energy in Q3 2024 and held it in 2 quarters.
  • Wilmington Savings Fund Society's Vital Energy position peaked at $1.02K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Vital Energy as of Q1 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2025, filed 8 May 2025.