Vista Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History

Vista Investment Management’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 Q1	$672K	Buy	4,858 +92	+2%	+$13.2K	0.22%	109
2025 Q4	$672K	Sell	4,766 -76	-2%	-$10.6K	0.22%	107
2025 Q3	$667K	Sell	4,842 -101	-2%	-$13.4K	0.23%	105
2025 Q2	$635K	Sell	4,943 -151	-3%	-$18.1K	0.24%	106
2025 Q1	$591K	Sell	5,094 -13	-0.3%	-$1.56K	0.23%	109
2024 Q4	$600K	Sell	5,107 -102	-2%	-$12.2K	0.23%	109
2024 Q3	$623K	Buy	5,209 +10	+0.2%	+$1.15K	0.24%	106
2024 Q2	$586K	Sell	5,199 -90	-2%	-$9.92K	0.24%	104
2024 Q1	$584K	Sell	5,289 -52	-1%	-$5.5K	0.24%	111
2023 Q4	$549K	Sell	5,341 -1	-0%	-$96	0.26%	107
2023 Q3	$498K	Buy	5,342 +49	+0.9%	+$4.76K	0.26%	108
2023 Q2	$513K	Sell	5,293 -51	-1%	-$4.78K	0.26%	111
2023 Q1	$492K	Buy	+5,344	New	+$484K	0.26%	111

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vista Investment Management's VT Position: Q1 2026 in Review

Vista Investment Management increased its Vanguard Total World Stock ETF (VT) stake by 1.9% in Q1 2026, buying an estimated $13.2K and bringing the position to 4,858 shares worth $672K. The position accounts for 0.22% of the portfolio, ranked #109.

Vista Investment Management first reported a position in VT in Q1 2023 and has held it in 13 quarters since. The position peaked at $672K in Q4 2025. 1,232 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Vista Investment Management held 4,858 shares of Vanguard Total World Stock ETF worth $672K as of Q1 2026.
Vista Investment Management bought 92 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $13.2K.
Vanguard Total World Stock ETF made up 0.22% of Vista Investment Management's portfolio in Q1 2026, its #109 holding.
Vista Investment Management first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 13 quarters since.
Vista Investment Management's Vanguard Total World Stock ETF position peaked at $672K in Q4 2025.
1,232 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.