Kistler-Tiffany Companies’s Vanguard Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.92M	Sell	61,974 -1,758	-3%	-$76.2K	0.47%	42
2023 Q1	$2.65M	Buy	63,732 +966	+2%	+$37.6K	0.5%	35
2022 Q4	$2.23M	Buy	62,766 +20,238	+48%	+$744K	0.46%	43
2022 Q3	$1.52M	Buy	42,528 +3,576	+9%	+$144K	0.34%	53
2022 Q2	$1.45M	Buy	38,952 +384	+1%	+$15.8K	0.31%	56
2022 Q1	$1.85M	Sell	38,568 -6,984	-15%	-$330K	0.35%	52
2021 Q4	$2.44M	Sell	45,552 -1,236	-3%	-$64.4K	0.48%	36
2021 Q3	$2.26M	Buy	46,788 +330	+0.7%	+$16.4K	0.51%	35
2021 Q2	$2.22M	Buy	46,458 +4,530	+11%	+$206K	0.51%	36
2021 Q1	$1.8M	Buy	41,928 +1,098	+3%	+$47K	0.46%	41
2020 Q4	$1.72M	Buy	40,830 +30	+0.1%	+$1.2K	0.49%	36
2020 Q3	$1.55M	Buy	40,800 +984	+2%	+$36.3K	0.49%	35
2020 Q2	$1.34M	Buy	39,816 +420	+1%	+$12.9K	0.48%	38
2020 Q1	$1.2M	Hold	39,396	–	–	0.42%	42
2019 Q4	$1.2M	Buy	39,396 +48	+0.1%	+$1.39K	0.42%	43
2019 Q3	$1.09M	Sell	39,348 -26,418	-40%	-$733K	0.41%	44
2019 Q2	$1.79M	Sell	65,766 -1,272	-2%	-$34K	0.68%	27
2019 Q1	$1.75M	Buy	67,038 +870	+1%	+$21.5K	0.72%	26
2018 Q4	$1.48M	Sell	66,168 -108	-0.2%	-$2.62K	0.69%	28
2018 Q3	$1.78M	Buy	66,276 +1,188	+2%	+$31.1K	0.74%	25
2018 Q2	$1.63M	Buy	65,088 +2,238	+4%	+$54.9K	0.72%	25
2018 Q1	$1.49M	Sell	62,850 -678	-1%	-$16.5K	0.61%	30
2017 Q4	$1.49M	Buy	63,528 +60	+0.1%	+$1.38K	0.59%	32
2017 Q3	$1.4M	Sell	63,468 -282	-0.4%	-$6.13K	0.59%	32
2017 Q2	$1.35M	Buy	63,750 +630	+1%	+$13.2K	0.62%	30
2017 Q1	$1.28M	Buy	63,120 +1,062	+2%	+$20.9K	0.6%	33
2016 Q4	$1.15M	Buy	62,058 +3,810	+7%	+$70.5K	0.56%	34
2016 Q3	$1.09M	Buy	58,248 +3,390	+6%	+$63.1K	0.54%	35
2016 Q2	$980K	Buy	54,858 +13,872	+34%	+$247K	0.5%	37
2016 Q1	$727K	Hold	40,986	–	–	0.41%	46
2015 Q4	$727K	Buy	40,986 +9,600	+31%	+$172K	0.4%	47
2015 Q3	$525K	Buy	31,386 +600	+2%	+$10.6K	0.31%	57
2015 Q2	$549K	Buy	30,786 +26,136	+562%	+$475K	0.33%	55
2015 Q1	$81K	Hold	4,650	–	–	0.05%	193
2014 Q4	$81K	Sell	4,650 -22,062	-83%	-$375K	0.05%	193
2014 Q3	$444K	Buy	26,712 +22,632	+555%	+$377K	0.3%	60
2014 Q2	$67K	Sell	4,080 -3,312	-45%	-$52.5K	0.05%	199
2014 Q1	$115K	Buy	7,392 +660	+10%	+$10.2K	0.09%	149
2013 Q4	$104K	Hold	6,732	–	–	0.08%	160
2013 Q3	$95K	Hold	6,732	–	–	0.08%	159
2013 Q2	$88K	Buy	+6,732	New	+$88.8K	0.08%	157

Other funds holding VUG

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Kistler-Tiffany Companies reduced its Vanguard Growth ETF (VUG) stake by 2.8% in Q2 2023, selling an estimated $76.2K and leaving 61,974 shares worth $2.92M. The position accounts for 0.47% of the portfolio, ranked #42.

Kistler-Tiffany Companies first reported a position in VUG in Q2 2013 and has held it in 41 quarters since. 1,821 funds tracked by Wall St. Rank hold VUG as of Q2 2023.

Kistler-Tiffany Companies held 61,974 shares of Vanguard Growth ETF worth $2.92M as of Q2 2023.
Kistler-Tiffany Companies sold 1,758 Vanguard Growth ETF shares in Q2 2023, an estimated $76.2K.
Vanguard Growth ETF made up 0.47% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #42 holding.
Kistler-Tiffany Companies first reported a position in Vanguard Growth ETF in Q2 2013 and has held it in 41 quarters since.
1,821 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2023.

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