Gibson Capital, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Gibson Capital, LLC is a prominent investment firm known for its innovative investment strategies and robust portfolio. The firm recently released its Q1 2023 and Q2 2023 13F holdings comparison, showcasing the changes in holdings during this period. Let's take a closer look at some of the key highlights from the report.

Vanguard Total Stock Market ETF (VTI)

In Q1 2023, Gibson Capital held 1,009,187 shares of VTI, with a total value of $205,975,000. However, in Q2 2023, the firm reduced its holdings to 972,491 shares, resulting in a slight decrease of 3.6%. Despite the decrease in shares, the value of the holdings increased to $214,220,000, representing a 4% increase in value.

Vanguard Real Estate ETF (VNQ)

Gibson Capital maintained its position in the Vanguard Real Estate ETF during the Q1 to Q2 period. The firm held 1,119,498 shares of VNQ in both quarters, with a value of $92,962,000 in Q1 2023 and $93,586,000 in Q2 2023. The holdings remained relatively stable, with a marginal increase of 0.7% in value.

Dimensional US Sustainability Core 1 ETF (DFSU)

One of the significant changes in Gibson Capital's holdings is seen in the Dimensional US Sustainability Core 1 ETF. In Q1 2023, the firm did not hold any shares of DFSU. However, in Q2 2023, Gibson Capital acquired 412,363 shares, making it a significant addition to their portfolio. The value of the holdings in Q2 2023 reached $11,836,000.

Berkshire Hathaway Inc Del CL A (BRK-A)

Gibson Capital's holdings of Berkshire Hathaway Inc Del CL A remained constant throughout the Q1 to Q2 period. The firm held 21 shares of BRK-A in both quarters, with a value of $9,777,000 in Q1 2023 and $10,874,000 in Q2 2023. This stability in holdings indicates the firm's confidence in the company's performance.

Bridgeway Omni Small Cap Value Tax-Managed ETF

The Bridgeway Omni Small Cap Value Tax-Managed ETF saw a slight increase in Gibson Capital's holdings. In Q1 2023, the firm held 531,776 shares of the ETF, with a value of $9,322,000. By Q2 2023, the holdings had increased to 535,426 shares, representing a 0.7% increase. The value of the holdings also rose to $9,546,000, indicating a 2.4% increase in value.

These are just a few examples of the changes in holdings that Gibson Capital experienced during the Q1 to Q2 2023 period. The firm constantly evaluates its portfolio to ensure optimal performance and adapt to market conditions. With a diverse range of investments, Gibson Capital remains committed to delivering favorable results for its clients.

Please note that the information provided in this article is for informational purposes only and should not be considered as financial advice. Investors should always conduct thorough research and consult with a financial professional before making any investment decisions.