Rooted Wealth Advisors’s Vistra VST Stock Holding History

Rooted Wealth Advisors’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	$468K	Buy	2,952 +1,478	+100%	+$229K	0.11%	96
2026 Q1	$235K	Buy	+1,474	New	+$239K	0.06%	134

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

Rooted Wealth Advisors's VST Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Vistra (VST) stake by 100% in Q2 2026, buying an estimated $229K and bringing the position to 2,952 shares worth $468K. The position accounts for 0.11% of the portfolio, ranked #96.

Rooted Wealth Advisors first reported a position in VST in Q1 2026 and has held it in 2 quarters since. 1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Rooted Wealth Advisors held 2,952 shares of Vistra worth $468K as of Q2 2026.
Rooted Wealth Advisors bought 1,478 Vistra shares in Q2 2026, an estimated $229K.
Vistra made up 0.11% of Rooted Wealth Advisors's portfolio in Q2 2026, its #96 holding.
Rooted Wealth Advisors first reported a position in Vistra in Q1 2026 and has held it in 2 quarters since.
1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.