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Cassaday & Co Wealth Management’s Vistra VST Stock Holding History

Cassaday & Co Wealth Management’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.4K Buy
91
+83
+1,038% +$12.9K ﹤0.01% 824
2026
Q1 		$1.2K Buy
+8
New +$1.29K ﹤0.01% 1111

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cassaday & Co Wealth Management's VST Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Vistra (VST) stake by 1,038% in Q2 2026, buying an estimated $12.9K and bringing the position to 91 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Cassaday & Co Wealth Management first reported a position in VST in Q1 2026 and has held it in 2 quarters since. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Cassaday & Co Wealth Management held 91 shares of Vistra worth $14.4K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 83 Vistra shares in Q2 2026, an estimated $12.9K.
  • Vistra made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #824 holding.
  • Cassaday & Co Wealth Management first reported a position in Vistra in Q1 2026 and has held it in 2 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.