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Keystone Financial Group (Georgia)’s Vanguard Small-Cap ETF VB Stock Holding History

Keystone Financial Group (Georgia)’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71.5K Hold
236
– – 0.04% 74
2026
Q1 		$61.8K Hold
236
– – 0.03% 83
2025
Q4 		$60.9K Hold
236
– – 0.03% 85
2025
Q3 		$60.2K Hold
236
– – 0.03% 83
2025
Q2 		$57.4K Sell
236
-88
-27% -$19.6K 0.04% 88
2025
Q1 		$71K Hold
324
– – 0.05% 80
2024
Q4 		$77.9K Buy
+324
New +$79.7K 0.06% 84

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Keystone Financial Group (Georgia)'s VB Position: Q2 2026 in Review

Keystone Financial Group (Georgia) held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 236 shares worth $71.5K. The position accounts for 0.04% of the portfolio, ranked #74.

Keystone Financial Group (Georgia) first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $77.9K in Q4 2024. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Keystone Financial Group (Georgia) held 236 shares of Vanguard Small-Cap ETF worth $71.5K as of Q2 2026.
  • Keystone Financial Group (Georgia) left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.04% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #74 holding.
  • Keystone Financial Group (Georgia) first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Keystone Financial Group (Georgia)'s Vanguard Small-Cap ETF position peaked at $77.9K in Q4 2024.
  • 928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.