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Vista Investment Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Vista Investment Management’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$261K Sell
1,331
-14
-1% -$2.8K 0.09% 158
2025
Q4 		$257K Buy
+1,345
New +$253K 0.08% 158

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

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

Vista Investment Management reduced its Vanguard Morningstar Value ETF (VTV) stake by 1% in Q1 2026, selling an estimated $2.8K and leaving 1,331 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #158.

Vista Investment Management first reported a position in VTV in Q4 2025 and has held it in 2 quarters since. 2,702 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Vista Investment Management held 1,331 shares of Vanguard Morningstar Value ETF worth $261K as of Q1 2026.
  • Vista Investment Management sold 14 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $2.8K.
  • Vanguard Morningstar Value ETF made up 0.09% of Vista Investment Management's portfolio in Q1 2026, its #158 holding.
  • Vista Investment Management first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,702 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

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