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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
ADBE icon
101
Adobe
ADBE
$99.5B
$461K 0.04%
2,249
-91
-4% -$21.6K
EFA icon
102
iShares MSCI EAFE ETF
EFA
$78B
$456K 0.04%
4,388
– –
SLV icon
103
iShares Silver Trust
SLV
$28B
$436K 0.04%
8,161
– –
XLK icon
104
State Street Technology Select Sector SPDR ETF
XLK
$115B
$428K 0.04%
2,245
-82
-4% -$14K
VBR icon
105
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
$424K 0.04%
1,743
-3
-0.2% -$698
UNH icon
106
UnitedHealth
UNH
$376B
$417K 0.04%
+1,003
New +$372K
NUE icon
107
Nucor
NUE
$58.6B
$405K 0.04%
1,820
+63
+4% +$14.3K
VXF icon
108
Vanguard Extended Market ETF
VXF
$30.3B
$390K 0.03%
1,586
+99
+7% +$22.7K
KO icon
109
Coca-Cola
KO
$377B
$389K 0.03%
4,789
+189
+4% +$14.9K
MRK icon
110
Merck
MRK
$322B
$381K 0.03%
2,968
+336
+13% +$39.3K
VIG icon
111
Vanguard Dividend Appreciation ETF
VIG
$111B
$380K 0.03%
1,605
-129
-7% -$29.6K
HD icon
112
Home Depot
HD
$331B
$379K 0.03%
1,075
-38
-3% -$12.4K
AMGN icon
113
Amgen
AMGN
$208B
$370K 0.03%
1,022
+9
+0.9% +$3.08K
BNDX icon
114
Vanguard Total International Bond ETF
BNDX
$81.9B
$366K 0.03%
+7,553
New +$363K
BND icon
115
Vanguard Total Bond Market
BND
$157B
$363K 0.03%
+4,951
New +$363K
AXP icon
116
American Express
AXP
$227B
$354K 0.03%
1,046
-94
-8% -$30.1K
ORCL icon
117
Oracle
ORCL
$374B
$346K 0.03%
2,362
+207
+10% +$37.5K
VEU icon
118
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$340K 0.03%
4,055
+984
+32% +$80.4K
IWP icon
119
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$339K 0.03%
2,312
-156
-6% -$21.5K
CI icon
120
Cigna
CI
$73.7B
$334K 0.03%
1,212
+90
+8% +$25.4K
VYM icon
121
Vanguard High Dividend Yield ETF
VYM
$80.9B
$334K 0.03%
2,113
-271
-11% -$42.4K
NSC icon
122
Norfolk Southern
NSC
$75.4B
$333K 0.03%
1,057
+46
+5% +$14.2K
LRCX icon
123
Lam Research
LRCX
$367B
$331K 0.03%
+764
New +$232K
ETN icon
124
Eaton
ETN
$161B
$329K 0.03%
773
+32
+4% +$12.9K
DE icon
125
Deere & Co
DE
$160B
$324K 0.03%
511
-17
-3% -$9.85K
3 4
5
6 7

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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.