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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
Q2 		$932K Buy
5,939
+1,081
+22% +$165K 0.28% 95
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 $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Vista Investment Management's VT Position: Q2 2026 in Review

Vista Investment Management increased its Vanguard Total World Stock ETF (VT) stake by 22% in Q2 2026, buying an estimated $165K and bringing the position to 5,939 shares worth $932K. The position accounts for 0.28% of the portfolio, ranked #95.

Vista Investment Management first reported a position in VT in Q1 2023 and has held it in 14 quarters since. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Vista Investment Management held 5,939 shares of Vanguard Total World Stock ETF worth $932K as of Q2 2026.
  • Vista Investment Management bought 1,081 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $165K.
  • Vanguard Total World Stock ETF made up 0.28% of Vista Investment Management's portfolio in Q2 2026, its #95 holding.
  • Vista Investment Management first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.