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Vista Investment Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Vista Investment Partners’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.99M Hold
2,835
– – 0.52% 60
2026
Q2 		$1.95M Buy
2,835
+378
+15% +$252K 0.49% 63
2026
Q1 		$1.47M Buy
2,457
+61
+3% +$38.1K 0.39% 70
2025
Q4 		$1.5M Buy
2,396
+276
+13% +$172K 0.39% 74
2025
Q3 		$1.3M Buy
2,120
+5
+0.2% +$2.95K 0.36% 72
2025
Q2 		$1.2M Buy
+2,115
New +$1.11M 0.35% 75

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Vista Investment Partners's VOO Position: Q3 2026 in Review

Vista Investment Partners held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 2,835 shares worth $1.99M. The position accounts for 0.52% of the portfolio, ranked #60.

Vista Investment Partners first reported a position in VOO in Q2 2025 and has held it in 6 quarters since. 767 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Vista Investment Partners held 2,835 shares of Vanguard S&P 500 ETF worth $1.99M as of Q3 2026.
  • Vista Investment Partners left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.52% of Vista Investment Partners's portfolio in Q3 2026, its #60 holding.
  • Vista Investment Partners first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
  • 767 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.