Center for Financial Planning’s Vistra VST Stock Holding History

Center for Financial Planning’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	–	Sell	-52	Closed	-$7.82K	–	687
2026 Q1	$7.82K	Buy	+52	New	+$8.42K	﹤0.01%	515

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Center for Financial Planning's VST Position: Q2 2026 in Review

Center for Financial Planning sold out of Vistra (VST) in Q2 2026, closing a stake of 52 shares — an estimated $7.82K sold.

Center for Financial Planning first reported a position in VST in Q1 2026 and held it in 1 quarter. The position peaked at $7.82K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Center for Financial Planning reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
Center for Financial Planning sold 52 Vistra shares in Q2 2026, an estimated $7.82K.
Center for Financial Planning first reported a position in Vistra in Q1 2026 and held it in 1 quarter.
Center for Financial Planning's Vistra position peaked at $7.82K in Q1 2026.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.