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

Keystone Financial Group (Kentucky)’s Portfolio IVOV Stock Details IVOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$281K	Sell	2,460 -38	-2%	-$4.14K	0.02%	451
2026 Q1	$255K	Hold	2,498	–	–	0.02%	433
2025 Q4	$252K	Buy	2,498 +8	+0.3%	+$808	0.02%	387
2025 Q3	$251K	Hold	2,490	–	–	0.02%	361
2025 Q2	$238K	Hold	2,490	–	–	0.02%	366
2025 Q1	$229K	Hold	2,490	–	–	0.02%	348
2024 Q4	$238K	Buy	2,490 +9	+0.4%	+$890	0.02%	335
2024 Q3	$238K	Buy	+2,481	New	+$227K	0.03%	325
2024 Q2	–	Sell	-2,499	Closed	-$227K	–	231
2024 Q1	$227K	Hold	2,499	–	–	0.03%	306
2023 Q4	$218K	Buy	+2,499	New	+$198K	0.04%	275
2023 Q3	–	Sell	-2,492	Closed	-$205K	–	308
2023 Q2	$205K	Buy	+2,492	New	+$194K	0.03%	281

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

AWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 1.5% in Q2 2026, selling an estimated $4.14K and leaving 2,460 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #451.

Keystone Financial Group (Kentucky) first reported a position in IVOV in Q2 2023 and has held it in 11 quarters since. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Keystone Financial Group (Kentucky) held 2,460 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $281K as of Q2 2026.
Keystone Financial Group (Kentucky) sold 38 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $4.14K.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #451 holding.
Keystone Financial Group (Kentucky) first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2023 and has held it in 11 quarters since.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

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