Kistler-Tiffany Companies’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Kistler-Tiffany Companies’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$146K	Buy	884 +95	+12%	+$15K	0.02%	352
2023 Q1	$125K	Buy	789 +127	+19%	+$21K	0.02%	321
2022 Q4	$105K	Sell	662 -88	-12%	-$14K	0.02%	335
2022 Q3	$108K	Buy	750 +521	+228%	+$82.8K	0.02%	271
2022 Q2	$34K	Buy	229 +22	+11%	+$3.61K	0.01%	426
2022 Q1	$36K	Hold	207	–	–	0.01%	435
2021 Q4	$37K	Hold	207	–	–	0.01%	412
2021 Q3	$35K	Hold	207	–	–	0.01%	416
2021 Q2	$36K	Buy	207 +33	+19%	+$5.72K	0.01%	407
2021 Q1	$29K	Buy	174 +74	+74%	+$11.7K	0.01%	408
2020 Q4	$14K	Buy	+100	New	+$12.9K	﹤0.01%	473
2020 Q2	–	Sell	-21	Closed	-$3K	–	636
2020 Q1	$3K	Hold	21	–	–	﹤0.01%	530
2019 Q4	$3K	Hold	21	–	–	﹤0.01%	537
2019 Q3	$3K	Hold	21	–	–	﹤0.01%	544
2019 Q2	$3K	Hold	21	–	–	﹤0.01%	535
2019 Q1	$3K	Hold	21	–	–	﹤0.01%	531
2018 Q4	$2K	Hold	21	–	–	﹤0.01%	535
2018 Q3	$3K	Hold	21	–	–	﹤0.01%	528
2018 Q2	$3K	Hold	21	–	–	﹤0.01%	514
2018 Q1	$3K	Hold	21	–	–	﹤0.01%	525
2017 Q4	$3K	Hold	21	–	–	﹤0.01%	515
2017 Q3	$3K	Hold	21	–	–	﹤0.01%	487
2017 Q2	$3K	Sell	21 -13	-38%	-$1.59K	﹤0.01%	460
2017 Q1	$4K	Hold	34	–	–	﹤0.01%	451
2016 Q4	$4K	Hold	34	–	–	﹤0.01%	458
2016 Q3	$4K	Hold	34	–	–	﹤0.01%	485
2016 Q2	$4K	Buy	+34	New	+$3.53K	﹤0.01%	493
2015 Q3	–	Sell	-215	Closed	-$23K	–	624
2015 Q2	$23K	Buy	+215	New	+$23.6K	0.01%	359

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Kistler-Tiffany Companies increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 12% in Q2 2023, buying an estimated $15K and bringing the position to 884 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #352.

Kistler-Tiffany Companies first reported a position in VBR in Q2 2015 and has held it in 28 quarters since. 1,234 funds tracked by Wall St. Rank hold VBR as of Q2 2023.

Kistler-Tiffany Companies held 884 shares of Vanguard Morningstar Small-Cap Value ETF worth $146K as of Q2 2023.
Kistler-Tiffany Companies bought 95 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2023, an estimated $15K.
Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #352 holding.
Kistler-Tiffany Companies first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2015 and has held it in 28 quarters since.
1,234 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2023.

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