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Keystone Financial Group (Georgia)’s Vanguard Total Stock Market ETF VTI Stock Holding History

Keystone Financial Group (Georgia)’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.32M Sell
3,569
-979
-22% -$350K 0.69% 21
2026
Q1 		$1.46M Buy
4,548
+2,567
+130% +$861K 0.76% 23
2025
Q4 		$664K Sell
1,981
-48
-2% -$16K 0.35% 33
2025
Q3 		$668K Buy
2,029
+189
+10% +$59.7K 0.38% 33
2025
Q2 		$569K Buy
1,840
+23
+1% +$6.47K 0.36% 35
2025
Q1 		$500K Buy
1,817
+8
+0.4% +$2.32K 0.35% 37
2024
Q4 		$524K Buy
+1,809
New +$528K 0.42% 40

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

Keystone Financial Group (Georgia) reduced its Vanguard Total Stock Market ETF (VTI) stake by 22% in Q2 2026, selling an estimated $350K and leaving 3,569 shares worth $1.32M. The position accounts for 0.69% of the portfolio, ranked #21.

Keystone Financial Group (Georgia) first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q1 2026. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Keystone Financial Group (Georgia) held 3,569 shares of Vanguard Total Stock Market ETF worth $1.32M as of Q2 2026.
  • Keystone Financial Group (Georgia) sold 979 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $350K.
  • Vanguard Total Stock Market ETF made up 0.69% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #21 holding.
  • Keystone Financial Group (Georgia) first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Keystone Financial Group (Georgia)'s Vanguard Total Stock Market ETF position peaked at $1.46M in Q1 2026.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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