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VCP

Vista Capital Partners Portfolio holdings

AUM $1.14B
1-Year Est. Return 21.34%
This Fund
S&P 500
This Quarter Est. Return
+14.56%
1 Year Est. Return
+21.34%
3 Year Est. Return
+61.15%
5 Year Est. Return
+57.42%
10 Year Est. Return
+199.27%
AUM
$1.14B
AUM Growth
+$149M
Cap. Flow
+$1.07B
Cap. Flow %
93.4%
Top 10 Hldgs %
85.02%
Holding
175
New
19
Increased
65
Reduced
65
Closed
5

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.05B
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$7.89M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.6M
4
MSFT icon
Microsoft
MSFT
+$1.74M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.48M

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$2.42M
2
VTV icon
Vanguard Morningstar Value ETF
VTV
+$2.11M
3
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$1.35M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$955K
5
MU icon
Micron Technology
MU
+$929K

Sector Composition

Rank Sector Weight
1 Technology 4.18%
2 Healthcare 1.05%
3 Consumer Discretionary 0.95%
4 Financials 0.9%
5 Communication Services 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$422M 36.89%
1,140,030
+22,065
+2% +$7.89M
VTV icon
2
Vanguard Morningstar Value ETF
VTV
$188B
$164M 14.35%
753,032
-10,082
-1% -$2.11M
VNQ icon
3
Vanguard Real Estate ETF
VNQ
$39.2B
$145M 12.71%
1,506,976
+58,570
+4% +$5.6M
VUG icon
4
Vanguard Morningstar Growth ETF
VUG
$220B
$96.4M 8.43%
1,118,890
-28,784
-3% -$2.42M
VB icon
5
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$77.4M 6.77%
255,406
-4,696
-2% -$1.35M
SCHB icon
6
Schwab US Broad Market ETF
SCHB
$43.2B
$22.2M 1.94%
765,430
-34,124
-4% -$955K
AAPL icon
7
Apple
AAPL
$4.54T
$14.5M 1.27%
50,214
-400
-0.8% -$114K
MSFT icon
8
Microsoft
MSFT
$3.45T
$13.7M 1.2%
36,772
+4,292
+13% +$1.74M
VOO icon
9
Vanguard S&P 500 ETF
VOO
$979B
$8.48M 0.74%
12,342
-693
-5% -$462K
SCHH icon
10
Schwab US REIT ETF
SCHH
$11.5B
$8.28M 0.72%
349,509
+3,868
+1% +$90.2K
DFIC icon
11
Dimensional International Core Equity 2 ETF
DFIC
$14.8B
$7.57M 0.66%
203,209
+21,515
+12% +$807K
SPY icon
12
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$6.89M 0.6%
9,229
-25
-0.3% -$18.1K
NVDA icon
13
NVIDIA
NVDA
$4.86T
$6.73M 0.59%
33,656
-995
-3% -$205K
SYK icon
14
Stryker
SYK
$125B
$6.11M 0.53%
19,400
-9
-0% -$2.84K
IWF icon
15
iShares Russell 1000 Growth ETF
IWF
$121B
$5.71M 0.5%
45,973
-275
-0.6% -$33.2K
DFEM icon
16
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.81B
$4.99M 0.44%
122,904
+6,970
+6% +$274K
DFAC icon
17
Dimensional US Core Equity 2 ETF
DFAC
$47.9B
$4.87M 0.43%
109,727
+11,330
+12% +$485K
VNQI icon
18
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
$4.29M 0.38%
95,755
+502
+0.5% +$23.1K
AMZN icon
19
Amazon
AMZN
$2.92T
$4.2M 0.37%
17,617
+856
+5% +$215K
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$4.36T
$4.03M 0.35%
11,274
+300
+3% +$108K
BRK.A icon
21
Berkshire Hathaway Class A
BRK.A
$1.1T
$3.57M 0.31%
7,138
+1,462
+26% +$1.05B
SBUX icon
22
Starbucks
SBUX
$120B
$2.98M 0.26%
29,201
-3,926
-12% -$395K
MU icon
23
Micron Technology
MU
$930B
$2.6M 0.23%
2,251
-1,239
-36% -$929K
COST icon
24
Costco
COST
$422B
$2.59M 0.23%
2,769
-196
-7% -$195K
JPM icon
25
JPMorgan Chase
JPM
$935B
$2.48M 0.22%
7,589
+52
+0.7% +$16.1K
1
2 3 4 5

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Vista Capital Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Vista Capital Partners held 175 positions worth $1.14B, up 15% from $994M the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Vista Capital Partners deployed $1.07B of net new capital in Q2 2026, opening 19 new positions and adding to 65 existing holdings. Its largest new stake was iShares 0-1 Year Treasury Bond ETF: 7,952 shares worth $878K.

By sector, the portfolio is most concentrated in Technology at 4.2% of assets, up from 3.8% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Morningstar Growth ETF, an estimated $2.42M trimmed.

  • Vista Capital Partners's largest Q2 2026 buy was iShares 0-1 Year Treasury Bond ETF: 7,952 shares worth $878K.
  • Vista Capital Partners added most to Berkshire Hathaway Class A in Q2 2026, an estimated $1.05B increase.
  • Vista Capital Partners's biggest Q2 2026 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $2.42M.
  • Vista Capital Partners fully exited General Motors in Q2 2026, selling an estimated $268K.
  • Vista Capital Partners's ten largest holdings make up 85% of its $1.14B portfolio in Q2 2026.
  • Vista Capital Partners opened 19 new positions and closed 5 in Q2 2026.
  • Vista Capital Partners's portfolio value rose 15% quarter-over-quarter to $1.14B.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.