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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

VTS holding history

Vitesse 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.

VTS overviewAll 13F holders of VTSFull Q2 2026 holdings

Shares (Q2 2026)
41,417
Value
$653.1K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2024
Holdings of VTS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,417$653.1K<0.1%−5,325−11.4%ReducedHolders
Q1 202646,742$848.8K<0.1%+22,896+96.0%AddedHolders
Q4 202523,846$459.3K<0.1%+6,774+39.7%AddedHolders
Q3 202517,072$396.6K<0.1%+1,240+7.8%AddedHolders
Q2 202515,832$349.7K<0.1%+15,832NewHolders
Q1 20250$00.0%−38−100.0%Sold outHolders
Q4 202438$950<0.1%+38NewHolders