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Keystone Financial Group (Kentucky)’s Vanguard US Value Factor ETF VFVA Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio VFVA Stock Details VFVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Buy
8,815
+71
+0.8% +$10.2K 0.08% 186
2026
Q1 		$1.18M Buy
8,744
+75
+0.9% +$10.4K 0.08% 177
2025
Q4 		$1.15M Buy
8,669
+710
+9% +$91.6K 0.09% 156
2025
Q3 		$1.02M Buy
7,959
+105
+1% +$13K 0.08% 160
2025
Q2 		$929K Buy
7,854
+50
+0.6% +$5.58K 0.08% 159
2025
Q1 		$890K Sell
7,804
-215
-3% -$25.6K 0.09% 155
2024
Q4 		$949K Sell
8,019
-389
-5% -$47.8K 0.09% 149
2024
Q3 		$1.01M Buy
+8,408
New +$986K 0.13% 123
2024
Q2 		– Sell
-8,188
Closed -$977K – 316
2024
Q1 		$977K Buy
8,188
+830
+11% +$93.3K 0.14% 110
2023
Q4 		$829K Buy
7,358
+700
+11% +$71.6K 0.14% 112
2023
Q3 		$666K Buy
6,658
+291
+5% +$30K 0.11% 129
2023
Q2 		$635K Buy
+6,367
New +$611K 0.11% 132
2022
Q4 		$425K Buy
4,306
+50
+1% +$4.91K 0.08% 165
2022
Q3 		$370K Buy
4,256
+1,131
+36% +$109K 0.08% 175
2022
Q2 		$285K Buy
+3,125
New +$316K 0.06% 217

Other funds holding VFVA

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
BFS
Burrus Financial Services Salt Lake City, Utah $230M AUM 12.35% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its Vanguard US Value Factor ETF (VFVA) stake by 0.81% in Q2 2026, buying an estimated $10.2K and bringing the position to 8,815 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #186.

Keystone Financial Group (Kentucky) first reported a position in VFVA in Q2 2022 and has held it in 15 quarters since. 93 funds tracked by Wall St. Rank hold VFVA as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 8,815 shares of Vanguard US Value Factor ETF worth $1.31M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 71 Vanguard US Value Factor ETF shares in Q2 2026, an estimated $10.2K.
  • Vanguard US Value Factor ETF made up 0.08% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #186 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard US Value Factor ETF in Q2 2022 and has held it in 15 quarters since.
  • 93 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q2 2026.

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