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Ishares Tr usa min vo shares owned by Vista Capital Partners

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Vista Capital Partners from 13F filings

Historical chart of Vista Capital Partners investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Vista Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Vista Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $617k 7.4k 83.58
2023-12-31 $576k 7.4k 78.03
2023-09-30 $534k 7.4k 72.38
2023-06-30 $548k 7.4k 74.33
2023-03-31 $535k 7.4k 72.74

More positions owned by Vista Capital Partners

Vanguard Total U.S. Stock Market Fund Total Stk Mkt (VTI)
Vanguard Value Index Fund Value ETF (VTV)
Vanguard REIT Index Fund Reit Etf (VNQ)
Vanguard Growth Index Fund Growth ETF (VUG)
Vanguard Small Cap Index Fund Small Cp ETF (VB)
Microsoft Corporation (MSFT)
Schwab U.S. Broad Market Fund US Brd Mkt ETF (SCHB)
Stryker Corporation (SYK)
Apple (AAPL)
DFA U.S. Core Equity 2 Fund US Core Equity 2 (DFAC)
SPDRs - S&P 500 Index Fund Tr Unit (SPY)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Schwab U.S. REIT Fund Us Reit Etf (SCHH)
Starbucks Corporation (SBUX)
iShares Russell 1000 Growth Index Fund Russell1000VAL (IWF)

View all positions for Vista Capital Partners

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Mercer Global Advisors
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Wells Fargo & Company
UBS Group
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Ishares Tr usa min vo