Center for Financial Planning
VST icon

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
Q3 		$17.4K Buy
+126
New +$18.5K ﹤0.01% 496
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Center for Financial Planning's VST Position: Q3 2026 in Review

Center for Financial Planning opened a new position in Vistra (VST) in Q3 2026: 126 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Center for Financial Planning previously reported a position in VST as recently as Q1 2026.

Center for Financial Planning first reported a position in VST in Q1 2026 and has held it in 2 quarters since. 1,138 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Center for Financial Planning held 126 shares of Vistra worth $17.4K as of Q3 2026.
  • Vistra was a new Center for Financial Planning position in Q3 2026.
  • Vistra made up ﹤0.01% of Center for Financial Planning's portfolio in Q3 2026, its #496 holding.
  • Center for Financial Planning first reported a position in Vistra in Q1 2026 and has held it in 2 quarters since.
  • 1,138 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Center for Financial Planning's 13F filing for Q3 2026, filed 26 Oct 2026.