Vista Capital Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.36M	Sell	3,954 -811	-17%	-$271K	0.12%	46
2026 Q1	$1.42M	Sell	4,765 -32	-0.7%	-$10K	0.14%	39
2025 Q4	$1.51M	Sell	4,797 -311	-6%	-$97.1K	0.15%	36
2025 Q3	$1.57M	Sell	5,108 -318	-6%	-$94.2K	0.16%	32
2025 Q2	$1.55M	Hold	5,426	–	–	0.17%	30
2025 Q1	$1.39M	Hold	5,426	–	–	0.17%	24
2024 Q4	$1.46M	Sell	5,426 -361	-6%	-$97.8K	0.17%	24
2024 Q3	$1.52M	Sell	5,787 -362	-6%	-$91.8K	0.18%	23
2024 Q2	$1.53M	Sell	6,149 -987	-14%	-$237K	0.19%	22
2024 Q1	$1.71M	Sell	7,136 -46	-0.6%	-$10.5K	0.21%	21
2023 Q4	$1.57M	Sell	7,182 -263	-4%	-$53.8K	0.21%	20
2023 Q3	$1.46M	Hold	7,445	–	–	0.22%	19
2023 Q2	$1.51M	Hold	7,445	–	–	0.21%	20
2023 Q1	$1.39M	Hold	7,445	–	–	0.21%	20
2022 Q4	$1.3M	Hold	7,445	–	–	0.2%	21
2022 Q3	$1.22M	Sell	7,445 -336	-4%	-$61.1K	0.21%	17
2022 Q2	$1.34M	Sell	7,781 -805	-9%	-$151K	0.22%	16
2022 Q1	$1.79M	Hold	8,586	–	–	0.23%	15
2021 Q4	$1.9M	Sell	8,586 -182	-2%	-$39K	0.24%	14
2021 Q3	$1.76M	Hold	8,768	–	–	0.25%	13
2021 Q2	$1.76M	Sell	8,768 -604	-6%	-$118K	0.25%	12
2021 Q1	$1.74M	Sell	9,372 -393	-4%	-$71.2K	0.27%	12
2020 Q4	$1.72M	Sell	9,765 -230	-2%	-$38.2K	0.28%	12
2020 Q3	$1.56M	Sell	9,995 -212	-2%	-$32.7K	0.28%	12
2020 Q2	$1.46M	Sell	10,207 -40	-0.4%	-$5.41K	0.28%	10
2020 Q1	$1.21M	Hold	10,247	–	–	0.29%	10
2019 Q4	$1.51M	Hold	10,247	–	–	0.28%	10
2019 Q3	$1.4M	Hold	10,247	–	–	0.28%	12
2019 Q2	$1.38M	Hold	10,247	–	–	0.27%	12
2019 Q1	$1.33M	Hold	10,247	–	–	0.27%	10
2018 Q4	$1.18M	Hold	10,247	–	–	0.28%	10
2018 Q3	$1.37M	Sell	10,247 -385	-4%	-$50.4K	0.28%	8
2018 Q2	$1.33M	Hold	10,632	–	–	0.29%	8
2018 Q1	$1.29M	Hold	10,632	–	–	0.29%	6
2017 Q4	$1.3M	Sell	10,632 -164	-2%	-$19.6K	0.3%	6
2017 Q3	$1.25M	Hold	10,796	–	–	0.3%	7
2017 Q2	$1.2M	Sell	10,796 -350	-3%	-$38.5K	0.3%	7
2017 Q1	$1.21M	Hold	11,146	–	–	0.31%	9
2016 Q4	$1.14M	Sell	11,146 -255	-2%	-$25.5K	0.31%	10
2016 Q3	$1.13M	Hold	11,401	–	–	0.32%	10
2016 Q2	$1.09M	Hold	11,401	–	–	0.32%	10
2016 Q1	$1.07M	Hold	11,401	–	–	0.33%	10
2015 Q4	$1.07M	Hold	11,401	–	–	0.33%	9
2015 Q3	$1M	Hold	11,401	–	–	0.33%	10
2015 Q2	$1.08M	Hold	11,401	–	–	0.34%	12
2015 Q1	$1.08M	Hold	11,401	–	–	0.34%	12
2014 Q4	$1.08M	Hold	11,401	–	–	0.34%	11
2014 Q3	$1.03M	Hold	11,401	–	–	0.34%	12
2014 Q2	$1.03M	Hold	11,401	–	–	0.33%	13
2014 Q1	$981K	Hold	11,401	–	–	0.34%	13
2013 Q4	$967K	Hold	11,401	–	–	0.35%	13
2013 Q3	$882K	Sell	11,401 -375	-3%	-$28.8K	0.34%	13
2013 Q2	$864K	Buy	+11,776	New	+$868K	0.34%	14

Other funds holding VV

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Vista Capital Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 17% in Q2 2026, selling an estimated $271K and leaving 3,954 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #46.

Vista Capital Partners first reported a position in VV in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.9M in Q4 2021. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Vista Capital Partners held 3,954 shares of Vanguard Morningstar Large-Cap ETF worth $1.36M as of Q2 2026.
Vista Capital Partners sold 811 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $271K.
Vanguard Morningstar Large-Cap ETF made up 0.12% of Vista Capital Partners's portfolio in Q2 2026, its #46 holding.
Vista Capital Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 53 quarters since.
Vista Capital Partners's Vanguard Morningstar Large-Cap ETF position peaked at $1.9M in Q4 2021.
695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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