YCM
VTLE

Yousif Capital Management’s Vital Energy VTLE Stock Holding History

Yousif Capital Management’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
-10,178
Closed -$164K – 1932
2025
Q2 		$164K Hold
10,178
– – ﹤0.01% 1859
2025
Q1 		$216K Sell
10,178
-96
-0.9% -$2.78K ﹤0.01% 1789
2024
Q4 		$318K Sell
10,274
-65
-0.6% -$1.93K ﹤0.01% 1667
2024
Q3 		$278K Buy
10,339
+165
+2% +$6.11K ﹤0.01% 1758
2024
Q2 		$456K Sell
10,174
-960
-9% -$47.8K 0.01% 1512
2024
Q1 		$585K Sell
11,134
-1,100
-9% -$51K 0.01% 1453
2023
Q4 		$557K Buy
12,234
+1,960
+19% +$93.9K 0.01% 1480
2023
Q3 		$569K Sell
10,274
-1,525
-13% -$81.9K 0.01% 1425
2023
Q2 		$533K Buy
11,799
+221
+2% +$9.99K 0.01% 1464
2023
Q1 		$527K Sell
11,578
-1,260
-10% -$62.9K 0.01% 1471
2022
Q4 		$660K Sell
12,838
-935
-7% -$57.7K 0.01% 1377
2022
Q3 		$866K Buy
13,773
+1,912
+16% +$136K 0.01% 1261
2022
Q2 		$818K Sell
11,861
-1,130
-9% -$90.7K 0.01% 1331
2022
Q1 		$1.03M Buy
12,991
+126
+1% +$9.14K 0.01% 1346
2021
Q4 		$774K Buy
+12,865
New +$908K 0.01% 1484

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

Yousif Capital Management's VTLE Position: Q3 2025 in Review

Yousif Capital Management sold out of Vital Energy (VTLE) in Q3 2025, closing a stake of 10,178 shares — an estimated $164K sold.

Yousif Capital Management first reported a position in VTLE in Q4 2021 and held it in 15 quarters. The position peaked at $1.03M in Q1 2022. 202 funds tracked by Wall St. Rank hold VTLE as of Q3 2025.

  • Yousif Capital Management reported no remaining Vital Energy position as of Q3 2025 after selling out during the quarter.
  • Yousif Capital Management sold 10,178 Vital Energy shares in Q3 2025, an estimated $164K.
  • Yousif Capital Management first reported a position in Vital Energy in Q4 2021 and held it in 15 quarters.
  • Yousif Capital Management's Vital Energy position peaked at $1.03M in Q1 2022.
  • 202 funds tracked by Wall St. Rank held Vital Energy as of Q3 2025.

Based on Yousif Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.