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

Vista Capital Partners’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$424K Sell
1,743
-3
-0.2% -$698 0.04% 107
2026
Q1 		$379K Buy
1,746
+18
+1% +$4.02K 0.04% 99
2025
Q4 		$366K Buy
1,728
+20
+1% +$4.19K 0.04% 107
2025
Q3 		$357K Sell
1,708
-157
-8% -$32.1K 0.04% 99
2025
Q2 		$364K Sell
1,865
-92
-5% -$17K 0.04% 86
2025
Q1 		$365K Sell
1,957
-71
-4% -$14K 0.04% 70
2024
Q4 		$402K Sell
2,028
-44
-2% -$9.03K 0.05% 68
2024
Q3 		$416K Sell
2,072
-162
-7% -$31.1K 0.05% 64
2024
Q2 		$408K Sell
2,234
-187
-8% -$34.5K 0.05% 57
2024
Q1 		$465K Buy
2,421
+2
+0.1% +$361 0.06% 49
2023
Q4 		$435K Buy
2,419
+166
+7% +$27.1K 0.06% 51
2023
Q3 		$359K Buy
2,253
+108
+5% +$18.1K 0.05% 54
2023
Q2 		$355K Buy
2,145
+399
+23% +$62.8K 0.05% 59
2023
Q1 		$277K Buy
1,746
+49
+3% +$8.11K 0.04% 73
2022
Q4 		$270K Sell
1,697
-2,164
-56% -$345K 0.04% 65
2022
Q3 		$554K Buy
3,861
+151
+4% +$24K 0.09% 34
2022
Q2 		$556K Buy
3,710
+205
+6% +$33.6K 0.09% 34
2022
Q1 		$617K Buy
3,505
+303
+9% +$52.7K 0.08% 38
2021
Q4 		$573K Sell
3,202
-148
-4% -$26.3K 0.07% 43
2021
Q3 		$567K Buy
3,350
+277
+9% +$47.4K 0.08% 42
2021
Q2 		$534K Buy
3,073
+162
+6% +$28.1K 0.08% 41
2021
Q1 		$482K Sell
2,911
-1,054
-27% -$166K 0.07% 41
2020
Q4 		$564K Sell
3,965
-895
-18% -$115K 0.09% 36
2020
Q3 		$538K Sell
4,860
-1,615
-25% -$181K 0.1% 35
2020
Q2 		$692K Buy
6,475
+2,294
+55% +$230K 0.13% 28
2020
Q1 		$371K Buy
4,181
+2,064
+97% +$250K 0.09% 38
2019
Q4 		$290K Sell
2,117
-735
-26% -$97.4K 0.05% 50
2019
Q3 		$368K Buy
2,852
+791
+38% +$101K 0.07% 47
2019
Q2 		$269K Sell
2,061
-857
-29% -$111K 0.05% 49
2019
Q1 		$375K Buy
2,918
+140
+5% +$17.8K 0.08% 38
2018
Q4 		$316K Buy
2,778
+12
+0.4% +$1.52K 0.07% 40
2018
Q3 		$385K Buy
2,766
+215
+8% +$30.1K 0.08% 39
2018
Q2 		$346K Buy
2,551
+18
+0.7% +$2.42K 0.08% 38
2018
Q1 		$328K Buy
2,533
+798
+46% +$106K 0.07% 38
2017
Q4 		$230K Buy
1,735
+18
+1% +$2.34K 0.05% 49
2017
Q3 		$219K Buy
+1,717
New +$212K 0.05% 50
2015
Q1 		– Sell
-2,179
Closed -$231K – 45
2014
Q4 		$231K Hold
2,179
– – 0.07% 41
2014
Q3 		$217K Buy
+2,179
New +$226K 0.07% 40

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Vista Capital Partners reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.17% in Q2 2026, selling an estimated $698 and leaving 1,743 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #107.

Vista Capital Partners first reported a position in VBR in Q3 2014 and has held it in 38 quarters since. The position peaked at $692K in Q2 2020. 937 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Vista Capital Partners held 1,743 shares of Vanguard Morningstar Small-Cap Value ETF worth $424K as of Q2 2026.
  • Vista Capital Partners sold 3 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $698.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.04% of Vista Capital Partners's portfolio in Q2 2026, its #107 holding.
  • Vista Capital Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2014 and has held it in 38 quarters since.
  • Vista Capital Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $692K in Q2 2020.
  • 937 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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