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Kistler-Tiffany Companies’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Kistler-Tiffany Companies’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$396K Buy
1,722
+33
+2% +$7.18K 0.06% 236
2023
Q1 		$366K Buy
1,689
+40
+2% +$8.65K 0.07% 214
2022
Q4 		$331K Buy
1,649
+1,151
+231% +$235K 0.07% 184
2022
Q3 		$97K Sell
498
-24
-5% -$5.15K 0.02% 290
2022
Q2 		$103K Buy
+522
New +$113K 0.02% 284

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Kistler-Tiffany Companies's VBK Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Vanguard Small-Cap Growth ETF (VBK) stake by 2% in Q2 2023, buying an estimated $7.18K and bringing the position to 1,722 shares worth $396K. The position accounts for 0.06% of the portfolio, ranked #236.

Kistler-Tiffany Companies first reported a position in VBK in Q2 2022 and has held it in 5 quarters since. 863 funds tracked by Wall St. Rank hold VBK as of Q2 2023.

  • Kistler-Tiffany Companies held 1,722 shares of Vanguard Small-Cap Growth ETF worth $396K as of Q2 2023.
  • Kistler-Tiffany Companies bought 33 Vanguard Small-Cap Growth ETF shares in Q2 2023, an estimated $7.18K.
  • Vanguard Small-Cap Growth ETF made up 0.06% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #236 holding.
  • Kistler-Tiffany Companies first reported a position in Vanguard Small-Cap Growth ETF in Q2 2022 and has held it in 5 quarters since.
  • 863 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.