VISTA INVESTMENT MANAGEMENT
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1740140
PITTSBURGH, PA
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,343,730
+$163,781 QoQ
Shares Held
4,433
-1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#280
of 556 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,343,730 | 4,433 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,179,949 | 4,505 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,172,382 | 4,545 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,165,365 | 4,583 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,095,321 | 4,622 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,033,355 | 4,660 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,118,743 | 4,656 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,138,133 | 4,798 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,069,486 | 4,905 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,132,206 | 4,953 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,067,716 | 5,005 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $950,833 | 5,029 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $999,621 | 5,026 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $982,868 | 5,185 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $971,477 | 5,293 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $912,830 | 5,341 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $953,987 | 5,417 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,066,850 | 5,020 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,134,796 | 5,021 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,091,819 | 4,993 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,120,317 | 4,973 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,093,948 | 5,110 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $972,231 | 4,994 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $769,769 | 5,005 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $670,603 | 4,602 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $531,485 | 4,604 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||