Vista Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Vista Investment Management’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$653K	Hold	1,900	–	–	0.2%	114
2026 Q1	$568K	Hold	1,900	–	–	0.19%	116
2025 Q4	$598K	Hold	1,900	–	–	0.2%	113
2025 Q3	$585K	Hold	1,900	–	–	0.2%	114
2025 Q2	$542K	Hold	1,900	–	–	0.2%	114
2025 Q1	$488K	Hold	1,900	–	–	0.19%	118
2024 Q4	$512K	Hold	1,900	–	–	0.19%	118
2024 Q3	$500K	Hold	1,900	–	–	0.19%	116
2024 Q2	$474K	Hold	1,900	–	–	0.19%	116
2024 Q1	$456K	Hold	1,900	–	–	0.19%	121
2023 Q4	$414K	Hold	1,900	–	–	0.19%	116
2023 Q3	$372K	Hold	1,900	–	–	0.2%	122
2023 Q2	$385K	Hold	1,900	–	–	0.2%	122
2023 Q1	$355K	Hold	1,900	–	–	0.19%	124
2022 Q4	$331K	Hold	1,900	–	–	0.19%	127
2022 Q3	$311K	Hold	1,900	–	–	0.19%	124
2022 Q2	$327K	Sell	1,900 -890	-32%	-$167K	0.2%	124
2022 Q1	$582K	Buy	2,790 +890	+47%	+$183K	0.32%	93
2021 Q4	$420K	Sell	1,900 -32	-2%	-$6.86K	0.23%	106
2021 Q3	$388K	Buy	1,932 +32	+2%	+$6.61K	0.23%	107
2021 Q2	$381K	Hold	1,900	–	–	0.22%	110
2021 Q1	$352K	Hold	1,900	–	–	0.22%	115
2020 Q4	$334K	Hold	1,900	–	–	0.22%	114
2020 Q3	$297K	Hold	1,900	–	–	0.23%	113
2020 Q2	$272K	Hold	1,900	–	–	0.23%	114
2020 Q1	$225K	Sell	1,900 -110	-5%	-$15.5K	0.23%	114
2019 Q4	$297K	Hold	2,010	–	–	0.22%	113
2019 Q3	$274K	Sell	2,010 -29	-1%	-$3.94K	0.23%	111
2019 Q2	$275K	Hold	2,039	–	–	0.23%	114
2019 Q1	$265K	Sell	2,039 -300	-13%	-$37.5K	0.23%	114
2018 Q4	$269K	Buy	2,339 +5	+0.2%	+$619	0.28%	110
2018 Q3	$312K	Hold	2,334	–	–	0.28%	112
2018 Q2	$291K	Hold	2,334	–	–	0.28%	114
2018 Q1	$283K	Hold	2,334	–	–	0.3%	108
2017 Q4	$286K	Buy	+2,334	New	+$279K	0.3%	103

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Vista Investment Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,900 shares worth $653K. The position accounts for 0.2% of the portfolio, ranked #114.

Vista Investment Management first reported a position in VV in Q4 2017 and has held it in 35 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Vista Investment Management held 1,900 shares of Vanguard Morningstar Large-Cap ETF worth $653K as of Q2 2026.
Vista Investment Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.2% of Vista Investment Management's portfolio in Q2 2026, its #114 holding.
Vista Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and has held it in 35 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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