Vista Finance
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Vista Finance’s Vanguard Total World Stock ETF VT Stock Holding History

Vista Finance’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$361K Buy
2,285
+220
+11% +$34.9K 0.19% 30
2026
Q2 		$324K Buy
+2,065
New +$315K 0.18% 40

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Vista Finance's VT Position: Q3 2026 in Review

Vista Finance increased its Vanguard Total World Stock ETF (VT) stake by 11% in Q3 2026, buying an estimated $34.9K and bringing the position to 2,285 shares worth $361K. The position accounts for 0.19% of the portfolio, ranked #30.

Vista Finance first reported a position in VT in Q2 2026 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Vista Finance held 2,285 shares of Vanguard Total World Stock ETF worth $361K as of Q3 2026.
  • Vista Finance bought 220 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $34.9K.
  • Vanguard Total World Stock ETF made up 0.19% of Vista Finance's portfolio in Q3 2026, its #30 holding.
  • Vista Finance first reported a position in Vanguard Total World Stock ETF in Q2 2026 and has held it in 2 quarters since.
  • 819 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Vista Finance's 13F filing for Q3 2026, filed 23 Oct 2026.