Kistler-Tiffany Companies’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$74.9K	Hold	1,360	–	–	0.01%	435
2023 Q1	$71.7K	Hold	1,360	–	–	0.01%	404
2022 Q4	$69.3K	Hold	1,360	–	–	0.01%	386
2022 Q3	$64K	Hold	1,360	–	–	0.01%	354
2022 Q2	$67K	Buy	+1,360	New	+$73.5K	0.01%	341
2021 Q1	–	Sell	-488	Closed	-$25K	–	696
2020 Q4	$25K	Hold	488	–	–	0.01%	393
2020 Q3	$22K	Hold	488	–	–	0.01%	379
2020 Q2	$20K	Sell	488 -540	-53%	-$20.7K	0.01%	364
2020 Q1	$46K	Hold	1,028	–	–	0.02%	265
2019 Q4	$46K	Hold	1,028	–	–	0.02%	270
2019 Q3	$43K	Hold	1,028	–	–	0.02%	265
2019 Q2	$43K	Hold	1,028	–	–	0.02%	266
2019 Q1	$41K	Buy	1,028 +252	+32%	+$9.69K	0.02%	261
2018 Q4	$27K	Buy	776 +624	+411%	+$23.4K	0.01%	293
2018 Q3	$6K	Hold	152	–	–	﹤0.01%	481
2018 Q2	$6K	Hold	152	–	–	﹤0.01%	473
2018 Q1	$6K	Hold	152	–	–	﹤0.01%	484
2017 Q4	$6K	Hold	152	–	–	﹤0.01%	462
2017 Q3	$6K	Hold	152	–	–	﹤0.01%	446
2017 Q2	$5K	Hold	152	–	–	﹤0.01%	442
2017 Q1	$5K	Hold	152	–	–	﹤0.01%	440
2016 Q4	$5K	Hold	152	–	–	﹤0.01%	448
2016 Q3	$5K	Hold	152	–	–	﹤0.01%	475
2016 Q2	$5K	Buy	+152	New	+$4.64K	﹤0.01%	481

Other funds holding VO

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Kistler-Tiffany Companies held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2023 at 1,360 shares worth $74.9K. The position accounts for 0.01% of the portfolio, ranked #435.

Kistler-Tiffany Companies first reported a position in VO in Q2 2016 and has held it in 24 quarters since. 1,652 funds tracked by Wall St. Rank hold VO as of Q2 2023.

Kistler-Tiffany Companies held 1,360 shares of Vanguard Mid-Cap ETF worth $74.9K as of Q2 2023.
Kistler-Tiffany Companies left its Vanguard Mid-Cap ETF share count unchanged in Q2 2023.
Vanguard Mid-Cap ETF made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #435 holding.
Kistler-Tiffany Companies first reported a position in Vanguard Mid-Cap ETF in Q2 2016 and has held it in 24 quarters since.
1,652 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

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