KFGK
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Keystone Financial Group (Kentucky)’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$807K Buy
6,102
+770
+14% +$98.2K 0.05% 252
2026
Q1 		$599K Hold
5,332
– – 0.04% 265
2025
Q4 		$645K Buy
5,332
+700
+15% +$84K 0.05% 228
2025
Q3 		$549K Buy
4,632
+370
+9% +$42.1K 0.04% 229
2025
Q2 		$467K Buy
+4,262
New +$430K 0.04% 238

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s ESGV Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Vanguard ESG US Stock ETF (ESGV) stake by 14% in Q2 2026, buying an estimated $98.2K and bringing the position to 6,102 shares worth $807K. The position accounts for 0.05% of the portfolio, ranked #252.

Keystone Financial Group (Kentucky) first reported a position in ESGV in Q2 2025 and has held it in 5 quarters since. 721 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 6,102 shares of Vanguard ESG US Stock ETF worth $807K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 770 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $98.2K.
  • Vanguard ESG US Stock ETF made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #252 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard ESG US Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.