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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

VTLE holding history

Vital Energy, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VTLE overviewAll 13F holders of VTLEFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of VTLE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−70,800−100.0%Sold outHolders
Q3 202570,800$1.20M<0.1%+8,200+13.1%AddedHolders
Q2 202562,600$1.01M<0.1%+62,600NewHolders
Q1 20250$00.0%−46,126−100.0%Sold outHolders
Q4 202446,126$1.43M<0.1%+16,566+56.0%AddedHolders
Q3 202429,560$795.2K<0.1%+24,230+454.6%AddedHolders
Q2 20245,330$238.9K<0.1%+5,330NewHolders
Q2 20210$00.0%−31,010−100.0%Sold outHolders
Q1 202131,010$932.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.