KFGK
VFMV icon

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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s VFMV Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 1.7% in Q1 2026, buying an estimated $20.1K and bringing the position to 9,152 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #175.

Keystone Financial Group (Kentucky) first reported a position in VFMV in Q4 2022 and has held it in 12 quarters since. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 9,152 shares of Vanguard US Minimum Volatility ETF worth $1.22M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 149 Vanguard US Minimum Volatility ETF shares in Q1 2026, an estimated $20.1K.
  • Vanguard US Minimum Volatility ETF made up 0.08% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #175 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard US Minimum Volatility ETF in Q4 2022 and has held it in 12 quarters since.
  • 83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.