KTC
VV icon

Kistler-Tiffany Companies’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Kistler-Tiffany Companies’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$91.5M Buy
451,324
+2,859
+0.6% +$548K 14.84% 1
2023
Q1 		$83.8M Sell
448,465
-19,796
-4% -$3.6M 15.93% 1
2022
Q4 		$81.6M Sell
468,261
-6,499
-1% -$1.14M 16.77% 1
2022
Q3 		$77.7M Buy
474,760
+6,824
+1% +$1.24M 17.65% 1
2022
Q2 		$80.6M Buy
467,936
+3,441
+0.7% +$646K 17.54% 1
2022
Q1 		$96.8M Buy
464,495
+14,149
+3% +$2.91M 18.3% 1
2021
Q4 		$99.5M Buy
450,346
+25,261
+6% +$5.42M 19.44% 1
2021
Q3 		$85.4M Buy
425,085
+22,540
+6% +$4.66M 19.34% 1
2021
Q2 		$80.8M Buy
402,545
+5,664
+1% +$1.11M 18.61% 1
2021
Q1 		$73.5M Sell
396,881
-1,280
-0.3% -$232K 18.97% 1
2020
Q4 		$70M Sell
398,161
-7,101
-2% -$1.18M 19.94% 1
2020
Q3 		$63.4M Buy
405,262
+13,546
+3% +$2.09M 20.25% 1
2020
Q2 		$56M Buy
391,716
+13,040
+3% +$1.76M 19.86% 1
2020
Q1 		$56M Buy
378,676
+1,393
+0.4% +$196K 19.82% 1
2019
Q4 		$55.8M Sell
377,283
-11,792
-3% -$1.67M 19.55% 1
2019
Q3 		$53M Buy
389,075
+2,083
+0.5% +$283K 20.1% 1
2019
Q2 		$52.1M Buy
386,992
+36,484
+10% +$4.83M 19.82% 1
2019
Q1 		$45.5M Buy
350,508
+5,793
+2% +$724K 18.81% 1
2018
Q4 		$39.6M Buy
344,715
+13,204
+4% +$1.63M 18.42% 1
2018
Q3 		$44.3M Buy
331,511
+7,384
+2% +$967K 18.29% 1
2018
Q2 		$40.4M Sell
324,127
-28,314
-8% -$3.52M 17.92% 1
2018
Q1 		$42.7M Buy
352,441
+6,287
+2% +$789K 17.59% 1
2017
Q4 		$42.4M Buy
346,154
+6,637
+2% +$793K 16.75% 1
2017
Q3 		$39.2M Buy
339,517
+36,019
+12% +$4.08M 16.37% 1
2017
Q2 		$33.7M Buy
303,498
+352
+0.1% +$38.7K 15.44% 1
2017
Q1 		$32.8M Buy
303,146
+1,684
+0.6% +$180K 15.43% 1
2016
Q4 		$30.9M Sell
301,462
-7,773
-3% -$778K 15.11% 1
2016
Q3 		$30.7M Buy
309,235
+22,137
+8% +$2.19M 15.13% 1
2016
Q2 		$27.5M Buy
287,098
+23,647
+9% +$2.24M 14.12% 1
2016
Q1 		$24.8M Buy
263,451
+22,367
+9% +$1.99M 13.81% 1
2015
Q4 		$24.1M Buy
241,084
+13,590
+6% +$1.28M 13.28% 1
2015
Q3 		$21.4M Buy
227,494
+8,559
+4% +$799K 12.82% 1
2015
Q2 		$20.8M Buy
218,935
+15,460
+8% +$1.5M 12.46% 1
2015
Q1 		$19.4M Buy
203,475
+16,668
+9% +$1.58M 12.33% 1
2014
Q4 		$17.6M Buy
186,807
+17,189
+10% +$1.59M 11.53% 1
2014
Q3 		$15.3M Buy
169,618
+27,489
+19% +$2.5M 10.24% 1
2014
Q2 		$12.8M Buy
142,129
+4,838
+4% +$423K 9.28% 1
2014
Q1 		$11.8M Buy
137,291
+4,224
+3% +$357K 8.81% 1
2013
Q4 		$11.3M Buy
133,067
+5,886
+5% +$479K 8.46% 1
2013
Q3 		$9.84M Buy
127,181
+15,793
+14% +$1.21M 7.94% 1
2013
Q2 		$8.18M Buy
+111,388
New +$8.21M 7% 1

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Kistler-Tiffany Companies increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.64% in Q2 2023, buying an estimated $548K and bringing the position to 451,324 shares worth $91.5M. The position accounts for 14.84% of the portfolio, ranked #1.

Kistler-Tiffany Companies first reported a position in VV in Q2 2013 and has held it in 41 quarters since. The position peaked at $99.5M in Q4 2021. 928 funds tracked by Wall St. Rank hold VV as of Q2 2023.

  • Kistler-Tiffany Companies held 451,324 shares of Vanguard Morningstar Large-Cap ETF worth $91.5M as of Q2 2023.
  • Kistler-Tiffany Companies bought 2,859 Vanguard Morningstar Large-Cap ETF shares in Q2 2023, an estimated $548K.
  • Vanguard Morningstar Large-Cap ETF made up 14.84% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #1 holding.
  • Kistler-Tiffany Companies first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 41 quarters since.
  • Kistler-Tiffany Companies's Vanguard Morningstar Large-Cap ETF position peaked at $99.5M in Q4 2021.
  • 928 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2023.

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