VIPI
VTI icon

Vista Investment Partners II’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Vista Investment Partners II’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$667K Buy
1,802
+18
+1% +$6.44K 0.26% 85
2026
Q1 		$572K Buy
1,784
+13
+0.7% +$4.36K 0.26% 80
2025
Q4 		$594K Sell
1,771
-86
-5% -$28.6K 0.26% 88
2025
Q3 		$609K Sell
1,857
-760
-29% -$240K 0.28% 75
2025
Q2 		$796K Sell
2,617
-740
-22% -$208K 0.38% 61
2025
Q1 		$923K Buy
3,357
+39
+1% +$11.3K 0.51% 54
2024
Q4 		$962K Buy
+3,318
New +$968K 0.57% 52

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vista Investment Partners II's VTI Position: Q2 2026 in Review

Vista Investment Partners II increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1% in Q2 2026, buying an estimated $6.44K and bringing the position to 1,802 shares worth $667K. The position accounts for 0.26% of the portfolio, ranked #85.

Vista Investment Partners II first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $962K in Q4 2024. 2,097 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Vista Investment Partners II held 1,802 shares of Vanguard Morningstar Total Stock Market ETF worth $667K as of Q2 2026.
  • Vista Investment Partners II bought 18 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.44K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.26% of Vista Investment Partners II's portfolio in Q2 2026, its #85 holding.
  • Vista Investment Partners II first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Vista Investment Partners II's Vanguard Morningstar Total Stock Market ETF position peaked at $962K in Q4 2024.
  • 2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.