EdgeMarket › What Vista Capital Partners, Inc. reported owning
What Vista Capital Partners, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
994.1MPositions
156Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VTI Vanguard Morningstar Total Stock Market ETF | 358.7M | 36.1% | 1.1M | 378.24 | +20.5% |
| VTV Vanguard Morningstar Value ETF | 149.7M | 15.1% | 763.1K | 226.40 | +24.6% |
| VNQ Vanguard Real Estate ETF | 128.5M | 12.9% | 1.4M | 98.50 | +8.6% |
| VUG Vanguard Morningstar Growth ETF | 83.5M | 8.4% | 191.3K | 87.50 | +15.9% |
| VB Vanguard Morningstar Small-Cap ETF | 68.1M | 6.9% | 260.1K | 304.76 | +24.4% |
| SCHB Schwab U.S. Broad Market ETF | 20.1M | 2.0% | 799.6K | 29.61 | +20.4% |
| AAPL Apple Inc. | 12.8M | 1.3% | 50.6K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 12.0M | 1.2% | 32.5K | 483.24 | -4.4% |
| VOO Vanguard S&P 500 ETF | 7.8M | 0.8% | 13.0K | 703.71 | +20.0% |
| SCHH Schwab U.S. REIT ETF | 7.4M | 0.7% | 345.6K | 24.04 | +12.9% |
| DFIC Dimensional International Core Equity 2 ETF | 6.5M | 0.6% | 181.7K | 39.41 | +22.0% |
| SYK STRYKER CORP | 6.4M | 0.6% | 19.4K | 329.45 | -15.9% |
| NVDA NVIDIA CORP | 6.0M | 0.6% | 34.7K | 214.72 | +22.4% |
| SPY SPDR S&P 500 ETF TRUST | 6.0M | 0.6% | 9.3K | 765.72 | +20.0% |
| IWF iShares Russell 1000 Growth Fund | 4.9M | 0.5% | 11.6K | 122.39 | +11.2% |
| VNQI Vanguard Global ex-U.S. Real Estate ETF | 4.2M | 0.4% | 95.3K | 45.71 | -3.8% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 4.0M | 0.4% | 115.9K | 39.93 | +29.9% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 3.8M | 0.4% | 98.4K | 45.61 | +22.8% |
| AMZN AMAZON COM INC | 3.5M | 0.4% | 16.8K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 3.2M | 0.3% | 11.0K | 344.82 | +73.0% |
| SBUX STARBUCKS CORP | 3.0M | 0.3% | 33.1K | 107.08 | +19.6% |
| COST COSTCO WHOLESALE CORP /NEW | 3.0M | 0.3% | 3.0K | 947.74 | -4.7% |
| unmapped CUSIP 084670108 | 2.7M | 0.3% | 5.7K | — | — |
| JPM JPMORGAN CHASE & CO | 2.2M | 0.2% | 7.5K | 351.58 | +20.3% |
| DFIS Dimensional International Small Cap ETF | 2.2M | 0.2% | 65.3K | 37.55 | +21.5% |
| IWB iShares Russell 1000 ETF | 2.1M | 0.2% | 5.8K | 419.69 | +19.8% |
| IWD iShares Russell 1000 Value ETF | 2.0M | 0.2% | 9.5K | 257.29 | +29.2% |
| DFSU Dimensional US Sustainability Core 1 ETF | 2.0M | 0.2% | 49.0K | 48.20 | +18.3% |
| GOOG Alphabet Inc. | 1.9M | 0.2% | 6.5K | 341.75 | +70.7% |
| SCHA Schwab U.S. Small-Cap ETF | 1.9M | 0.2% | 63.8K | 34.83 | +32.4% |
| IEFA iShares Core MSCI EAFE ETF | 1.7M | 0.2% | 18.8K | 100.85 | +16.8% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 1.7M | 0.2% | 2.9K | 713.44 | +26.1% |
| VSGX Vanguard ESG International Stock ETF | 1.6M | 0.2% | 22.3K | 83.52 | +23.2% |
| IVV iShares Core S&P 500 ETF | 1.5M | 0.2% | 2.4K | 769.31 | +20.0% |
| NKE NIKE, Inc. | 1.5M | 0.2% | 28.9K | 40.76 | -46.6% |
| VEA Vanguard FTSE Developed Markets ETF | 1.5M | 0.2% | 23.7K | 73.42 | +24.7% |
| CVX CHEVRON CORP | 1.5M | 0.1% | 7.1K | 205.27 | +34.0% |
| JNJ JOHNSON & JOHNSON | 1.5M | 0.1% | 6.0K | 270.24 | +51.1% |
| VV Vanguard Morningstar Large-Cap ETF | 1.4M | 0.1% | 4.8K | 352.60 | +19.8% |
| IWV iShares Russell 3000 Fund | 1.4M | 0.1% | 3.7K | 436.47 | +20.5% |
| AVSU Avantis Responsible U.S. Equity ETF | 1.3M | 0.1% | 18.2K | 89.28 | +25.8% |
| AVEE Avantis Emerging Markets Small Cap Equity ETF | 1.3M | 0.1% | 20.1K | 68.04 | +10.0% |
| XOM ExxonMobil Holdings Corp | 1.2M | 0.1% | 7.2K | 165.11 | +52.1% |
| AVGO Broadcom Inc. | 1.2M | 0.1% | 3.8K | 368.45 | +26.5% |
| MU MICRON TECHNOLOGY INC | 1.2M | 0.1% | 3.5K | 966.78 | +724.8% |
| SBKO Summit Bank Group, Inc. Common Stock | 1.2M | 0.1% | 60.6K | — | — |
| IJR iShares Core S&P Small-Cap ETF | 1.1M | 0.1% | 9.2K | 147.31 | +29.0% |
| VT Vanguard Total World Stock Index ETF | 1.1M | 0.1% | 7.9K | 160.77 | +21.2% |
| IWM iShares Russell 2000 ETF | 1.1M | 0.1% | 4.3K | 299.96 | +33.1% |
| DXUV Dimensional US Vector Equity ETF | 1.0M | 0.1% | 17.4K | 69.80 | +23.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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