Kistler-Tiffany Companies’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$566K	Sell	11,929 -515	-4%	-$24.6K	0.09%	174
2023 Q1	$595K	Sell	12,444 -43	-0.3%	-$2.02K	0.11%	136
2022 Q4	$583K	Sell	12,487 -1,218	-9%	-$58K	0.12%	134
2022 Q3	$659K	Sell	13,705 -62	-0.5%	-$3.07K	0.15%	107
2022 Q2	$690K	Buy	13,767 +1,245	+10%	+$63K	0.15%	103
2022 Q1	$641K	Buy	12,522 +9,603	+329%	+$493K	0.12%	113
2021 Q4	$150K	Buy	+2,919	New	+$152K	0.03%	226
2019 Q3	–	Sell	-568	Closed	-$28K	–	603
2019 Q2	$28K	Hold	568	–	–	0.01%	316
2019 Q1	$28K	Hold	568	–	–	0.01%	313
2018 Q4	$27K	Hold	568	–	–	0.01%	294
2018 Q3	$27K	Hold	568	–	–	0.01%	314
2018 Q2	$28K	Hold	568	–	–	0.01%	309
2018 Q1	$28K	Hold	568	–	–	0.01%	331
2017 Q4	$28K	Hold	568	–	–	0.01%	338
2017 Q3	$28K	Hold	568	–	–	0.01%	334
2017 Q2	$28K	Buy	+568	New	+$28.1K	0.01%	321
2015 Q2	–	Sell	-199	Closed	-$10K	–	639
2015 Q1	$10K	Buy	+199	New	+$9.64K	0.01%	445

Other funds holding VTIP

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Kistler-Tiffany Companies reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 4.1% in Q2 2023, selling an estimated $24.6K and leaving 11,929 shares worth $566K. The position accounts for 0.09% of the portfolio, ranked #174.

Kistler-Tiffany Companies first reported a position in VTIP in Q1 2015 and has held it in 17 quarters since. The position peaked at $690K in Q2 2022. 766 funds tracked by Wall St. Rank hold VTIP as of Q2 2023.

Kistler-Tiffany Companies held 11,929 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $566K as of Q2 2023.
Kistler-Tiffany Companies sold 515 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2023, an estimated $24.6K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.09% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #174 holding.
Kistler-Tiffany Companies first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2015 and has held it in 17 quarters since.
Kistler-Tiffany Companies's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $690K in Q2 2022.
766 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2023.

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