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S&p Global shares owned by Vista Wealth Management Group

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Vista Wealth Management Group from 13F filings

Historical chart of Vista Wealth Management Group investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $290k 571 508.42
2024-12-31 $287k 576 498.34
2024-09-30 $282k 545 516.95
2024-06-30 $232k 519 446.30
2024-03-31 $235k 552 425.72
2023-12-31 $273k 620 440.77
2022-03-31 $200k 488 409.84

More positions owned by Vista Wealth Management Group

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Real Estate E (DFAR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Nu Hldgs Ord Shs Cl A (NU)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Doordash Cl A (DASH)
Ccc Intelligent Solutions Holdings (CCCS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Snowflake Cl A (SNOW)

View all positions for Vista Wealth Management Group

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Morgan Stanley
Geode Capital Management
Wellington Management Company
FMR
Northern Trust
Ubs Global Asset Management Americas
Wells Fargo & Company
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Lombard Odier Asset Management
Goldman Sachs Group
Invesco

View all funds holding S&p Global