The Fundamentals of Successful Investment: A Vista Capital Partners 13F Holdings Analysis

Investment in the stock market can be intimidating for the inexperienced and even seasoned investors. That's why many seek professional assistance from firms like Vista Capital Partners, Inc. One measure of investment success is reflected in the 13F filings submitted to the Securities and Exchange Commission. For Q4 2022 and Q1 2023, the firm's 13F holdings compare favorably, with slight reductions in value and volume. This article will analyze and provide insight into the holdings of Vista Capital Partners, Inc. to understand how investors can make sound investment decisions.

Vanguard Total U.S. Stock Market Fund

The biggest percentage increase (6.3%), and an increase in the number of shares held (1233117 from Q4 2022 to 1227761 from Q1 2023), is in the Vanguard Total U.S. Stock Market Fund, which is one of the most diversified index funds. This fund's performance is influenced by the overall US stock market performance, which has held steady, contributing to the firm's relatively impressive Q1 2023 performance.

Vanguard Value Index Fund

Although Vista Capital Partners reduced its holdings in the Vanguard Value Index Fund in Q1 2023 (3%), the firm remains optimistically invested in this index fund because it provides exposure to undervalued US companies. This fund is likely to perform well in the long term, making it an excellent asset to hold for potential gains.

Vanguard REIT Index Fund

For the Vanguard REIT Index Fund, Vista Capital Partners increased the number of shares held (1054461 from Q4 2022 to 1069886 from Q1 2023) and the value by $1,872, demonstrating confidence in this investment amid trepidation surrounding real estate during the ongoing pandemic.

Vanguard Growth Index Fund

Vista Capital Partners has increased its holdings in the Vanguard Growth Index Fund by 17%. This leading index fund provides access to growth stocks, which are companies expected to increase in value in the future. The firm is optimistic about future potential returns and is willing to take on more risk for a higher return over the long term.

Schwab U.S. Broad Market Fund

Vista Capital Partners' holdings of the Schwab U.S. Broad Market Fund (SCHB) increased substantially in Q1 2023 (14%). This ETF invests in a wide range of companies, making it a useful tool for achieving a well-diversified portfolio. The increased allocation may surpass other ETFs due to its lower expense ratio.

Microsoft Corp.

Vista Capital Partners increased its holdings in Microsoft Corp. by 24.6%, reflecting confidence in the technology giant amid challenges and controversies. This holding's impressive showing is a testament to the stability and profitability of the company.

Apple Inc.

Apple Inc. saw an increase in the number of shares held (32828 from Q4 2022 to 38621 from Q1 2023) and value by $2,103. This increase reflects confidence in Apple's core fundamentals even as the competition heats up.

SPDRs - S&P 500 Index Fund

The SPDRs - S&P 500 Index Fund had a 36% rise in the share volume (from 11,218 in Q4 2022 to 14,255 in Q1 2023), bringing the total value of this index fund to $5,835, an impressive performance. In addition, the short-term market outlook remains positive.

Takeaway

The Vista Capital Partners, Inc. Q4 2022 vs. Q1 2023 13F Holdings Comparison presents valuable insights into the firm's investment strategies. Despite challenges to the stock market due to the ongoing pandemic, Vista Capital Partners has shown resilience, with slight reductions in value and volume and optimistic outlook for the future. The increase in holdings of certain funds indicates compound growth over time.

Investors can learn from the practices of Vista Capital Partners by steadily investing in a diversity of stocks, holding onto investments for prolonged periods and monitoring the resulting behavior. Consistency is key to making better investment decisions, which will ultimately benefit today's investor and future generations.