WFA
VTLE

Wipfli Financial Advisors’s Vital Energy VTLE Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$2K Buy
+34
New +$2.42K ﹤0.01% 2332

Other funds holding VTLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wipfli Financial Advisors's VTLE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vital Energy (VTLE) in Q3 2022: 34 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2332 among its holdings.

192 funds tracked by Wall St. Rank hold VTLE as of Q3 2022.

  • Wipfli Financial Advisors held 34 shares of Vital Energy worth $2K as of Q3 2022.
  • Vital Energy was a new Wipfli Financial Advisors position in Q3 2022.
  • Vital Energy made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2332 holding.
  • 192 funds tracked by Wall St. Rank held Vital Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.