Simplicity Wealth’s Vestis VSTS Stock Holding History

Simplicity Wealth’s Portfolio VSTS Stock Details VSTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,236	Closed	-$46.4K	–	783
2025 Q3	$46.4K	Buy	+10,236	New	+$52.5K	﹤0.01%	695

Other funds holding VSTS

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GPC

Greenstone Partners & Co Larkspur, California $395M AUM 35.56% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Simplicity Wealth's VSTS Position: Q4 2025 in Review

Simplicity Wealth sold out of Vestis (VSTS) in Q4 2025, closing a stake of 10,236 shares — an estimated $46.4K sold.

Simplicity Wealth first reported a position in VSTS in Q3 2025 and held it in 1 quarter. The position peaked at $46.4K in Q3 2025. 252 funds tracked by Wall St. Rank hold VSTS as of Q4 2025.

Simplicity Wealth reported no remaining Vestis position as of Q4 2025 after selling out during the quarter.
Simplicity Wealth sold 10,236 Vestis shares in Q4 2025, an estimated $46.4K.
Simplicity Wealth first reported a position in Vestis in Q3 2025 and held it in 1 quarter.
Simplicity Wealth's Vestis position peaked at $46.4K in Q3 2025.
252 funds tracked by Wall St. Rank held Vestis as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.