VISTA CAPITAL PARTNERS, INC. VB — Vanguard Index Funds Small Cp ETF

Ownership history in VISTA CAPITAL PARTNERS, INC.  ·  61 quarters on record

AI Ownership Summary

VISTA CAPITAL PARTNERS, INC. reported Vanguard Index Funds Small Cp ETF (VB) in 61 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.3% in 2023 Q4. The latest visible filing shows VB at 6.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VISTA CAPITAL PARTNERS, INC.'s position in Vanguard Index Funds Small Cp ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VB was reported at 6.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.3% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VB stock page VISTA CAPITAL PARTNERS, INC. fund profile VISTA CAPITAL PARTNERS, INC. full holdings
How VISTA CAPITAL PARTNERS, INC. held VB — position size vs. price
% of Fund (quarterly)    VB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 263,086 -2,122 -0.8% 6.70% $67.9M 2026-02-14 (Est.) $275.26
2025 Q3 REDUCED — — — 265,208 -422 -0.2% 6.86% $67.4M 2025-11-07 $251.57
2025 Q2 REDUCED — — — 265,630 -7,082 -2.6% 6.89% $62.9M 2025-08-14 $244.31
2025 Q1 REDUCED — — — 272,712 -682 -0.2% 7.34% $60.5M 2025-05-06 $216.18
2024 Q4 REDUCED — — — 273,394 -3,686 -1.3% 7.64% $65.7M 2025-02-03 $242.26
2024 Q3 REDUCED — — — 277,080 -7,934 -2.8% 7.61% $65.7M 2024-10-31 $230.62
2024 Q2 REDUCED — — — 285,014 -1,280 -0.4% 7.71% $62.1M 2024-08-08 $214.73
2024 Q1 REDUCED — — — 286,294 -5,149 -1.8% 8.18% $65.4M 2024-05-03 $212.61
2023 Q4 REDUCED — — — 291,443 -4,354 -1.5% 8.30% $62.2M 2024-02-09 $207.51
52 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VB

As of 2026 Q1 — sorted by position size

Gibraltar Capital Management, Inc. 3Y 7Y 12.63% Koesten, Hirschmann & Crabtree, INC. 3Y 11.19% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.81% MBE Wealth Management, LLC 3Y 10.79% Whelan Financial 3Y 10.5% BURRUS FINANCIAL SERVICES, INC. 10.22% Arbor Wealth Advisors LLC 9.26% White Wing Wealth Management 8.72% McClarren Financial Advisors, Inc. 3Y 8.64% ATMOS ADVISORY, LLC 3Y 8.54%

FAQ About VISTA CAPITAL PARTNERS, INC. and VB

These are the practical questions this page is built to answer before you even open the full history table.

How long has VISTA CAPITAL PARTNERS, INC. reported owning VB?

VISTA CAPITAL PARTNERS, INC. reported VB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VB position in VISTA CAPITAL PARTNERS, INC.'s portfolio?

The largest reported portfolio weight for VB was 8.30% in 2023 Q4.

What is the latest reported VB position on this page?

The most recent filing on this page is 2025 Q4, when VISTA CAPITAL PARTNERS, INC. reported 263,086 shares, equal to 6.70% of portfolio, with an estimated market value of $67.9M.

What does the chart on this VB ownership page compare?

The chart compares VISTA CAPITAL PARTNERS, INC.'s quarterly VB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VISTA CAPITAL PARTNERS, INC. time their VB position?

Based on 13F filing dates vs. subsequent VB price moves, VISTA CAPITAL PARTNERS, INC. correctly timed 23 out of 60 reported position changes (38%).

← Back to VISTA CAPITAL PARTNERS, INC. Holdings