Vista Capital Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Vista Capital Partners’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$77.4M	Sell	255,406 -4,696	-2%	-$1.35M	6.77%	5
2026 Q1	$68.1M	Sell	260,102 -2,984	-1%	-$808K	6.85%	5
2025 Q4	$67.9M	Sell	263,086 -2,122	-0.8%	-$544K	6.7%	5
2025 Q3	$67.4M	Sell	265,208 -422	-0.2%	-$105K	6.86%	5
2025 Q2	$62.9M	Sell	265,630 -7,082	-3%	-$1.58M	6.89%	5
2025 Q1	$60.5M	Sell	272,712 -682	-0.2%	-$163K	7.34%	5
2024 Q4	$65.7M	Sell	273,394 -3,686	-1%	-$907K	7.64%	5
2024 Q3	$65.7M	Sell	277,080 -7,934	-3%	-$1.8M	7.61%	5
2024 Q2	$62.1M	Sell	285,014 -1,280	-0.4%	-$281K	7.71%	5
2024 Q1	$65.4M	Sell	286,294 -5,149	-2%	-$1.11M	8.18%	5
2023 Q4	$62.2M	Sell	291,443 -4,354	-1%	-$839K	8.3%	5
2023 Q3	$55.9M	Sell	295,797 -8,094	-3%	-$1.61M	8.36%	5
2023 Q2	$60.4M	Sell	303,891 -844	-0.3%	-$159K	8.39%	5
2023 Q1	$57.8M	Sell	304,735 -532	-0.2%	-$103K	8.52%	5
2022 Q4	$56M	Sell	305,267 -2,752	-0.9%	-$510K	8.73%	5
2022 Q3	$52.6M	Buy	308,019 +918	+0.3%	+$173K	8.98%	5
2022 Q2	$54.1M	Buy	307,101 +315	+0.1%	+$60.8K	8.8%	5
2022 Q1	$65.2M	Buy	306,786 +3,308	+1%	+$696K	8.44%	5
2021 Q4	$68.6M	Sell	303,478 -3,266	-1%	-$742K	8.68%	5
2021 Q3	$67.1M	Sell	306,744 -1,024	-0.3%	-$228K	9.64%	5
2021 Q2	$69.3M	Sell	307,768 -8,686	-3%	-$1.92M	10.03%	5
2021 Q1	$67.7M	Sell	316,454 -22,470	-7%	-$4.73M	10.5%	5
2020 Q4	$66M	Sell	338,924 -23,295	-6%	-$4.11M	10.94%	5
2020 Q3	$55.7M	Sell	362,219 -1,346	-0.4%	-$207K	10.1%	5
2020 Q2	$53M	Sell	363,565 -2,638	-0.7%	-$354K	10.31%	5
2020 Q1	$42.3M	Buy	366,203 +38,903	+12%	+$5.85M	10.03%	5
2019 Q4	$54.2M	Sell	327,300 -3,126	-0.9%	-$498K	10.15%	5
2019 Q3	$50.8M	Buy	330,426 +316	+0.1%	+$49K	10.09%	5
2019 Q2	$51.7M	Sell	330,110 -4,210	-1%	-$651K	10.29%	5
2019 Q1	$51.1M	Sell	334,320 -1,487	-0.4%	-$221K	10.51%	5
2018 Q4	$44.3M	Buy	335,807 +4,503	+1%	+$656K	10.38%	5
2018 Q3	$53.9M	Sell	331,304 -7,069	-2%	-$1.14M	11.05%	5
2018 Q2	$52.7M	Sell	338,373 -8,486	-2%	-$1.3M	11.43%	5
2018 Q1	$51M	Sell	346,859 -3,859	-1%	-$576K	11.61%	5
2017 Q4	$51.8M	Buy	350,718 +926	+0.3%	+$134K	11.75%	5
2017 Q3	$49.4M	Sell	349,792 -1,193	-0.3%	-$163K	11.9%	5
2017 Q2	$47.6M	Sell	350,985 -1,243	-0.4%	-$167K	12%	5
2017 Q1	$46.9M	Sell	352,228 -8,696	-2%	-$1.15M	12.18%	4
2016 Q4	$46.5M	Sell	360,924 -4,168	-1%	-$517K	12.66%	4
2016 Q3	$44.6M	Sell	365,092 -3,275	-0.9%	-$396K	12.58%	5
2016 Q2	$42.6M	Buy	368,367 +1,790	+0.5%	+$203K	12.66%	5
2016 Q1	$40.9M	Buy	366,577 +3,340	+0.9%	+$346K	12.56%	5
2015 Q4	$40.2M	Buy	363,237 +5,403	+2%	+$612K	12.61%	5
2015 Q3	$38.6M	Buy	357,834 +3,786	+1%	+$443K	12.81%	5
2015 Q2	$43M	Sell	354,048 -6,075	-2%	-$746K	13.5%	4
2015 Q1	$44.1M	Buy	360,123 +2,539	+0.7%	+$301K	13.66%	4
2014 Q4	$41.7M	Buy	357,584 +1,505	+0.4%	+$171K	13.17%	4
2014 Q3	$39.4M	Sell	356,079 -10,940	-3%	-$1.25M	13.06%	4
2014 Q2	$43M	Buy	367,019 +7,129	+2%	+$798K	13.88%	4
2014 Q1	$40.6M	Sell	359,890 -6,650	-2%	-$737K	14.06%	4
2013 Q4	$40.3M	Sell	366,540 -11,688	-3%	-$1.24M	14.5%	3
2013 Q3	$38.8M	Sell	378,228 -8,026	-2%	-$800K	14.89%	3
2013 Q2	$36.2M	Buy	+386,254	New	+$35.7M	14.11%	3

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Vista Capital Partners's VB Position: Q2 2026 in Review

Vista Capital Partners reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.8% in Q2 2026, selling an estimated $1.35M and leaving 255,406 shares worth $77.4M. The position accounts for 6.77% of the portfolio, ranked #5.

Vista Capital Partners first reported a position in VB in Q2 2013 and has held it in 53 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Vista Capital Partners held 255,406 shares of Vanguard Morningstar Small-Cap ETF worth $77.4M as of Q2 2026.
Vista Capital Partners sold 4,696 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.35M.
Vanguard Morningstar Small-Cap ETF made up 6.77% of Vista Capital Partners's portfolio in Q2 2026, its #5 holding.
Vista Capital Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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