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Keystone Financial Group (Kentucky)’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.73M Buy
28,637
+220
+0.8% +$27.3K 0.22% 84
2026
Q1 		$3.25M Sell
28,417
-194
-0.7% -$22.8K 0.22% 79
2025
Q4 		$3.2M Sell
28,611
-78
-0.3% -$8.65K 0.24% 75
2025
Q3 		$3.17M Sell
28,689
-291
-1% -$31.7K 0.24% 73
2025
Q2 		$3.04M Buy
28,980
+387
+1% +$38.5K 0.27% 74
2025
Q1 		$2.82M Sell
28,593
-664
-2% -$69.9K 0.29% 74
2024
Q4 		$3.09M Sell
29,257
-143
-0.5% -$15.5K 0.3% 67
2024
Q3 		$3.11M Buy
+29,400
New +$3M 0.4% 50
2024
Q2 		– Sell
-29,292
Closed -$3.02M – 230
2024
Q1 		$3.02M Buy
29,292
+779
+3% +$74.7K 0.44% 48
2023
Q4 		$2.68M Buy
28,513
+44
+0.2% +$3.78K 0.47% 49
2023
Q3 		$2.41M Sell
28,469
-5
-0% -$444 0.4% 53
2023
Q2 		$2.52M Buy
+28,474
New +$2.4M 0.43% 54
2022
Q4 		$2.32M Buy
28,314
+2,820
+11% +$231K 0.46% 50
2022
Q3 		$1.89M Buy
25,494
+280
+1% +$22.9K 0.38% 60
2022
Q2 		$1.93M Buy
25,214
+276
+1% +$23.1K 0.38% 66
2022
Q1 		$2.27M Sell
24,938
-38
-0.2% -$3.42K 0.39% 58
2021
Q4 		$2.39M Buy
24,976
+1,456
+6% +$137K 0.39% 58
2021
Q3 		$2.1M Buy
23,520
+120
+0.5% +$10.9K 0.38% 62
2021
Q2 		$2.13M Buy
23,400
+404
+2% +$36.9K 0.39% 61
2021
Q1 		$2.03M Buy
22,996
+194
+0.9% +$16.4K 0.4% 63
2020
Q4 		$1.77M Buy
22,802
+914
+4% +$65.3K 0.37% 62
2020
Q3 		$1.37M Buy
21,888
+1,122
+5% +$71K 0.34% 69
2020
Q2 		$1.25M Sell
20,766
-92
-0.4% -$5.18K 0.34% 69
2020
Q1 		$1.01M Buy
20,858
+250
+1% +$15.7K 0.34% 72
2019
Q4 		$1.43M Buy
20,608
+622
+3% +$41.6K 0.38% 63
2019
Q3 		$1.3M Buy
19,986
+5,610
+39% +$364K 0.4% 60
2019
Q2 		$944K Buy
14,376
+10,812
+303% +$700K 0.31% 81
2019
Q1 		$228K Buy
+3,564
New +$222K 0.08% 192

Other funds holding IVOO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
NA
NWM Advisors San Luis Obispo, California $127M AUM
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.77% in Q2 2026, buying an estimated $27.3K and bringing the position to 28,637 shares worth $3.73M. The position accounts for 0.22% of the portfolio, ranked #84.

Keystone Financial Group (Kentucky) first reported a position in IVOO in Q1 2019 and has held it in 28 quarters since. 207 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 28,637 shares of Vanguard S&P Mid-Cap 400 ETF worth $3.73M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 220 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $27.3K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.22% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #84 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2019 and has held it in 28 quarters since.
  • 207 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

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