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Kistler-Tiffany Companies’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Kistler-Tiffany Companies’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10
Closed -$1.95K – 909
2023
Q1 		$1.95K Buy
+10
New +$1.92K ﹤0.01% 727
2015
Q3 		– Sell
-150
Closed -$16K – 626
2015
Q2 		$16K Buy
+150
New +$16.2K 0.01% 416

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Kistler-Tiffany Companies sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2023, closing a stake of 10 shares — an estimated $1.95K sold.

Kistler-Tiffany Companies first reported a position in VOT in Q2 2015 and held it in 2 quarters. The position peaked at $16K in Q2 2015. 746 funds tracked by Wall St. Rank hold VOT as of Q2 2023.

  • Kistler-Tiffany Companies reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 10 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2023, an estimated $1.95K.
  • Kistler-Tiffany Companies first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2015 and held it in 2 quarters.
  • Kistler-Tiffany Companies's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $16K in Q2 2015.
  • 746 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2023.

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