KFGK
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Keystone Financial Group (Kentucky)’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio VFMV Stock Details VFMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Sell
8,973
-179
-2% -$24.9K 0.07% 194
2026
Q1 		$1.22M Buy
9,152
+149
+2% +$20.1K 0.08% 175
2025
Q4 		$1.17M Buy
9,003
+136
+2% +$17.7K 0.09% 153
2025
Q3 		$1.16M Sell
8,867
-272
-3% -$35.2K 0.09% 148
2025
Q2 		$1.17M Buy
9,139
+130
+1% +$16.2K 0.11% 136
2025
Q1 		$1.14M Buy
9,009
+75
+0.8% +$9.37K 0.12% 130
2024
Q4 		$1.08M Sell
8,934
-55
-0.6% -$6.79K 0.11% 134
2024
Q3 		$1.09M Buy
+8,989
New +$1.06M 0.14% 114
2024
Q2 		– Sell
-7,598
Closed -$850K – 315
2024
Q1 		$850K Buy
7,598
+345
+5% +$37.1K 0.12% 128
2023
Q4 		$759K Buy
7,253
+800
+12% +$79.8K 0.13% 123
2023
Q3 		$621K Buy
6,453
+2,153
+50% +$214K 0.1% 133
2023
Q2 		$429K Buy
+4,300
New +$423K 0.07% 172
2022
Q4 		$477K Buy
+4,850
New +$472K 0.09% 150

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) reduced its Vanguard US Minimum Volatility ETF (VFMV) stake by 2% in Q2 2026, selling an estimated $24.9K and leaving 8,973 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #194.

Keystone Financial Group (Kentucky) first reported a position in VFMV in Q4 2022 and has held it in 13 quarters since. 89 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 8,973 shares of Vanguard US Minimum Volatility ETF worth $1.25M as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 179 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $24.9K.
  • Vanguard US Minimum Volatility ETF made up 0.07% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #194 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard US Minimum Volatility ETF in Q4 2022 and has held it in 13 quarters since.
  • 89 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

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