Wealthfront Advisers

Wealthfront Advisers’s Vistra VST Stock Holding History

Wealthfront Advisers’s Portfolio VST Stock Details VST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.2M	Buy	67,684 +454	+0.7%	+$73.5K	0.02%	264
2025 Q4	$10.8M	Sell	67,230 -3,341	-5%	-$609K	0.02%	240
2025 Q3	$13.8M	Buy	70,571 +957	+1%	+$190K	0.03%	175
2025 Q2	$13.5M	Buy	69,614 +4,023	+6%	+$595K	0.03%	175
2025 Q1	$7.7M	Buy	65,591 +7,543	+13%	+$1.13M	0.02%	253
2024 Q4	$8M	Buy	58,048 +6,235	+12%	+$866K	0.02%	217
2024 Q3	$6.14M	Sell	51,813 -179	-0.3%	-$15.2K	0.02%	257
2024 Q2	$4.47M	Buy	51,992 +5,392	+12%	+$451K	0.02%	301
2024 Q1	$3.25M	Buy	46,600 +13,912	+43%	+$688K	0.01%	372
2023 Q4	$1.26M	Buy	32,688 +15,181	+87%	+$528K	﹤0.01%	554
2023 Q3	$581K	Buy	17,507 +712	+4%	+$21.4K	﹤0.01%	663
2023 Q2	$441K	Buy	16,795 +67	+0.4%	+$1.64K	﹤0.01%	707
2023 Q1	$401K	Sell	16,728 -22,559	-57%	-$523K	﹤0.01%	706
2022 Q4	$911K	Sell	39,287 -32,202	-45%	-$745K	﹤0.01%	529
2022 Q3	$1.5M	Buy	71,489 +1,034	+1%	+$25K	0.01%	419
2022 Q2	$1.61M	Buy	70,455 +53,257	+310%	+$1.32M	0.01%	419
2022 Q1	$400K	Sell	17,198 -1,387	-7%	-$30.8K	﹤0.01%	669
2021 Q4	$423K	Buy	+18,585	New	+$373K	﹤0.01%	622

Other funds holding VST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return