Keystone Financial Group (Georgia)’s Vanguard Growth ETF VUG Stock Holding History

Keystone Financial Group (Georgia)’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
2026 Q2	$620K	Sell	7,193 -115	-2%	-$9.68K	0.33%	34
2026 Q1	$532K	Buy	7,308 +12	+0.2%	+$934	0.28%	36
2025 Q4	$593K	Buy	7,296 +12	+0.2%	+$974	0.31%	37
2025 Q3	$583K	Buy	7,284 +24	+0.3%	+$1.83K	0.33%	37
2025 Q2	$543K	Buy	7,260 +6	+0.1%	+$395	0.35%	36
2025 Q1	$464K	Sell	7,254 -1,542	-18%	-$104K	0.33%	39
2024 Q4	$602K	Buy	+8,796	New	+$591K	0.49%	32

Other funds holding VUG

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Keystone Financial Group (Georgia) reduced its Vanguard Growth ETF (VUG) stake by 1.6% in Q2 2026, selling an estimated $9.68K and leaving 7,193 shares worth $620K. The position accounts for 0.33% of the portfolio, ranked #34.

Keystone Financial Group (Georgia) first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Keystone Financial Group (Georgia) held 7,193 shares of Vanguard Growth ETF worth $620K as of Q2 2026.
Keystone Financial Group (Georgia) sold 115 Vanguard Growth ETF shares in Q2 2026, an estimated $9.68K.
Vanguard Growth ETF made up 0.33% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #34 holding.
Keystone Financial Group (Georgia) first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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