Vista Capital Partners, Inc. Top Holdings and 13F Report (2024) About Vista Capital Partners, Inc.Investment ActivityVista Capital Partners, Inc. has $864.20 million in total holdings as of September 30, 2024.Vista Capital Partners, Inc. owns shares of 109 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 1.15% of the portfolio was purchased this quarter.About 1.56% of the portfolio was sold this quarter.This quarter, Vista Capital Partners, Inc. has purchased 94 new stocks and bought additional shares in 29 stocks.Vista Capital Partners, Inc. sold shares of 42 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $325,594,201Vanguard Value ETF $142,040,372Vanguard Real Estate ETF $117,703,002Vanguard Growth ETF $85,849,771Vanguard Small-Cap ETF $65,726,205 Largest New Holdings this Quarter Vanguard Intermediate-Term Bond ETF $1,038,167 HoldingDimensional International Small Cap ETF $863,294 HoldingSummit Bank Group Inc $754,814 HoldingVanguard Total International Bond ETF $667,718 HoldingDimensional Emerging Markets Core Equity 2 ETF $640,864 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 13,247 shares (about $1.04M)Dimensional International Small Cap ETF 32,176 shares (about $863.29K)Summit Bank Group Inc 60,579 shares (about $754.81K)Vanguard Total International Bond ETF 13,280 shares (about $667.72K)Dimensional Emerging Markets Core Equity 2 ETF 22,766 shares (about $640.86K) Largest Sales this Quarter Vanguard Value ETF 20,715 shares (about $3.62M)Vanguard Total Stock Market ETF 10,831 shares (about $3.07M)Vanguard Growth ETF 7,617 shares (about $2.92M)Vanguard Small-Cap ETF 7,934 shares (about $1.88M)iShares Core S&P 500 ETF 370 shares (about $213.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVista Capital Partners, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$325,594,201$3,066,907 ▼-0.9%1,149,85937.7%ETFVTVVanguard Value ETF$142,040,372$3,616,216 ▼-2.5%813,65916.4%ETFVNQVanguard Real Estate ETF$117,703,002$16,659 ▲0.0%1,208,20213.6%ETFVUGVanguard Growth ETF$85,849,771$2,924,393 ▼-3.3%223,6089.9%ETFVBVanguard Small-Cap ETF$65,726,205$1,882,026 ▼-2.8%277,0807.6%ETFMSFTMicrosoft$12,599,604$94,236 ▲0.8%29,2811.5%Computer and TechnologySCHBSchwab US Broad Market ETF$12,443,083$183,462 ▼-1.5%187,0581.4%ETFAAPLApple$8,653,127$61,046 ▲0.7%37,1381.0%Computer and TechnologySYKStryker$6,984,240$7,948 ▼-0.1%19,3330.8%MedicalDFACDimensional U.S. Core Equity 2 ETF$6,026,287$51,263 ▲0.9%175,7450.7%ETFSPYSPDR S&P 500 ETF Trust$5,702,961$61,390 ▼-1.1%9,9400.7%FinanceVOOVanguard S&P 500 ETF$4,892,287$54,353 ▼-1.1%9,2710.6%ETFSCHHSchwab U.S. REIT ETF$3,727,971$37,790 ▼-1.0%160,8960.4%ETFSBUXStarbucks$3,515,549$284,863 ▲8.8%36,0610.4%Retail/WholesaleBRK.ABerkshire Hathaway$3,086,504$14,268 ▼-0.5%6,7060.4%FinanceIWFiShares Russell 1000 Growth ETF$2,893,8040.0%7,7090.3%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$2,397,972$30,867 ▼-1.3%51,1190.3%ETFCOSTCostco Wholesale$2,338,617$63,829 ▲2.8%2,6380.3%Retail/WholesaleAMZNAmazon.com$1,991,681$186,144 ▲10.3%10,6890.2%Retail/WholesaleIVViShares Core S&P 500 ETF$1,710,848$213,423 ▼-11.1%2,9660.2%ETFNKENIKE$1,662,976$73,725 ▼-4.2%18,8120.2%Consumer DiscretionaryVSGXVanguard ESG International Stock ETF$1,647,238$1,722 ▼-0.1%26,7800.2%ETFVVVanguard Large-Cap ETF$1,523,692$95,313 ▼-5.9%5,7870.2%ETFLLYEli Lilly and Company$1,522,931$575,861 ▲60.8%1,7190.2%MedicalIWDiShares Russell 1000 Value ETF$1,443,8090.0%7,6070.2%ETFAVSUAvantis Responsible U.S. Equity ETF$1,400,764$13,583 ▼-1.0%21,4510.2%ETFIWViShares Russell 3000 ETF$1,315,4150.0%4,0260.2%ETFNVDANVIDIA$1,152,590$429,292 ▲59.4%9,4910.1%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$1,038,167$1,038,167 ▲New Holding13,2470.1%ETFPORPortland General Electric$1,036,7480.0%21,6440.1%UtilitiesONONON$902,7000.0%18,0000.1%Consumer DiscretionaryDFISDimensional International Small Cap ETF$863,294$863,294 ▲New Holding32,1760.1%ETFIWMiShares Russell 2000 ETF$834,244$144,894 ▲21.0%3,7770.1%FinanceGOOGAlphabet$833,132$27,754 ▲3.4%4,9830.1%Computer and TechnologyQQQInvesco QQQ$814,2790.0%1,6680.1%FinanceJNJJohnson & Johnson$808,193$57,207 ▼-6.6%4,9870.1%MedicalSOSouthern$779,245$9,198 ▼-1.2%8,6410.1%UtilitiesPacific West Bancorp Ord$778,4310.0%74,2070.1%COMAPDAir Products and Chemicals$771,742$298 ▲0.0%2,5920.1%Basic MaterialsIWBiShares Russell 1000 ETF$768,684$397,075 ▲106.9%2,4450.1%ETFNakanishi Inc$768,6050.0%41,4550.1%COMSummit Bank Group Inc$754,814$754,814 ▲New Holding60,5790.1%COMFIFiserv$719,498$12,037 ▼-1.6%4,0050.1%Business ServicesVTVanguard Total World Stock ETF$679,153$14,842 ▲2.2%5,6740.1%ETFJPMJPMorgan Chase & Co.$674,965$28,044 ▼-4.0%3,2010.1%FinanceSCHFSchwab International Equity ETF$674,433$32,278 ▲5.0%16,4020.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$673,5710.0%7,3770.1%ETFBNDXVanguard Total International Bond ETF$667,718$667,718 ▲New Holding13,2800.1%ETFGOOGLAlphabet$644,999$193,218 ▲42.8%3,8890.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$643,982$38,129 ▼-5.6%5,5060.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$640,864$640,864 ▲New Holding22,7660.1%ETFDFUVDimensional US Marketwide Value ETF$636,8980.0%15,2770.1%ETFIWCiShares Micro-Cap ETF$621,2860.0%5,0380.1%ETFEFAiShares MSCI EAFE ETF$589,780$143,514 ▲32.2%7,0520.1%FinanceAVDEAvantis International Equity ETF$531,843$52,688 ▼-9.0%7,9340.1%ETFTSLATesla$508,085$1,308 ▲0.3%1,9420.1%Auto/Tires/TrucksINTCIntel$485,552$27,495 ▼-5.4%20,6970.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$463,619$463,619 ▲New Holding8,7790.1%ETFENVXEnovix$459,2660.0%49,1720.1%Oils/EnergyIJSiShares S&P Small-Cap 600 Value ETF$428,4870.0%3,9800.0%ETFSCHASchwab US Small-Cap ETF$427,804$33,938 ▼-7.3%8,3070.0%ETFVIGVanguard Dividend Appreciation ETF$418,717$40,802 ▼-8.9%2,1140.0%ETFIBMInternational Business Machines$417,514$30,501 ▼-6.8%1,8890.0%Computer and TechnologyVBRVanguard Small-Cap Value ETF$416,057$32,530 ▼-7.3%2,0720.0%ETFSCHCSchwab International Small-Cap Equity ETF$402,266$50,245 ▼-11.1%10,4400.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$398,285$2,272 ▼-0.6%3,3300.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$396,129$119,355 ▲43.1%6,9000.0%ETFIXNiShares Global Tech ETF$387,7260.0%4,6980.0%ETFCVXChevron$386,981$9,719 ▼-2.4%2,6280.0%Oils/EnergyITOTiShares Core S&P Total U.S. Stock Market ETF$380,499$113,559 ▼-23.0%3,0290.0%ETFUNHUnitedHealth Group$361,332$12,278 ▼-3.3%6180.0%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$356,296$93,866 ▲35.8%3,4200.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$354,860$74,428 ▼-17.3%4,4150.0%ETFBXBlackstone$347,744$153 ▲0.0%2,2710.0%FinanceXOMExxon Mobil$344,041$10,667 ▼-3.0%2,9350.0%Oils/EnergyMETAMeta Platforms$341,418$82,490 ▲31.9%5960.0%Computer and TechnologyJJacobs Solutions$340,995$393 ▲0.1%2,6050.0%Business ServicesVYMVanguard High Dividend Yield ETF$325,5980.0%2,5400.0%ETFVXFVanguard Extended Market ETF$323,760$70,066 ▲27.6%1,7790.0%ETFIWOiShares Russell 2000 Growth ETF$319,784$319,784 ▲New Holding1,1260.0%ETFBACBank of America$311,845$13,332 ▼-4.1%7,8590.0%FinanceTGTTarget$305,797$312 ▲0.1%1,9620.0%Retail/WholesaleSDYSPDR S&P Dividend ETF$294,8120.0%2,0760.0%ETFIXJiShares Global Healthcare ETF$290,1610.0%2,9560.0%ETFIWPiShares Russell Mid-Cap Growth ETF$285,4840.0%2,4340.0%ETFALLAllstate$285,234$190 ▲0.1%1,5040.0%FinanceVWOVanguard FTSE Emerging Markets ETF$279,396$279,396 ▲New Holding5,8390.0%ETFAVEMAvantis Emerging Markets Equity ETF$276,399$16,084 ▼-5.5%4,2790.0%ETFTIPiShares TIPS Bond ETF$255,628$2,651 ▼-1.0%2,3140.0%ETFACWIiShares MSCI ACWI ETF$248,3440.0%2,0770.0%ManufacturingHDHome Depot$245,956$2,836 ▲1.2%6070.0%Retail/WholesaleADBEAdobe$245,428$245,428 ▲New Holding4740.0%Computer and TechnologyNUENucor$241,296$150 ▲0.1%1,6050.0%Basic MaterialsWFCWells Fargo & Company$239,179$239,179 ▲New Holding4,2340.0%FinanceAMGNAmgen$238,435$238,435 ▲New Holding7400.0%MedicalPHParker-Hannifin$237,564$31,591 ▼-11.7%3760.0%Industrial ProductsABBVAbbVie$231,842$7,899 ▼-3.3%1,1740.0%MedicalNOCNorthrop Grumman$222,846$222,846 ▲New Holding4220.0%AerospaceABSIAbsci$222,7710.0%58,3170.0%MedicalSCHPSchwab U.S. TIPS ETF$222,062$33,140 ▼-13.0%4,1410.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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