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Keystone Financial Group (Kentucky)’s Vanguard Information Technology ETF VGT Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.7M Buy
62,840
+44,712
+247% +$4.12M 0.12% 140
2025
Q4 		$1.71M Sell
18,128
-4,240
-19% -$403K 0.13% 115
2025
Q3 		$2.1M Buy
22,368
+6,360
+40% +$556K 0.16% 100
2025
Q2 		$1.33M Sell
16,008
-2,080
-11% -$151K 0.12% 122
2025
Q1 		$1.24M Sell
18,088
-808
-4% -$60.9K 0.13% 119
2024
Q4 		$1.47M Buy
18,896
+1,992
+12% +$153K 0.14% 106
2024
Q3 		$1.24M Buy
+16,904
New +$1.2M 0.16% 98
2024
Q2 		– Sell
-16,880
Closed -$1.11M – 317
2024
Q1 		$1.11M Buy
16,880
+88
+0.5% +$5.58K 0.16% 99
2023
Q4 		$1.02M Sell
16,792
-2,512
-13% -$140K 0.18% 91
2023
Q3 		$1M Buy
19,304
+120
+0.6% +$6.53K 0.17% 99
2023
Q2 		$1.06M Buy
+19,184
New +$963K 0.18% 95
2022
Q4 		$766K Sell
19,176
-1,600
-8% -$65.3K 0.15% 114
2022
Q3 		$798K Sell
20,776
-64
-0.3% -$2.81K 0.16% 108
2022
Q2 		$851K Buy
20,840
+120
+0.6% +$5.41K 0.17% 107
2022
Q1 		$1.08M Sell
20,720
-1,728
-8% -$88.7K 0.18% 97
2021
Q4 		$1.29M Buy
22,448
+1,952
+10% +$107K 0.21% 90
2021
Q3 		$1.03M Buy
20,496
+24
+0.1% +$1.24K 0.19% 103
2021
Q2 		$1.02M Buy
20,472
+2,112
+12% +$99.6K 0.18% 107
2021
Q1 		$823K Buy
18,360
+1,120
+6% +$50.4K 0.16% 120
2020
Q4 		$762K Hold
17,240
– – 0.16% 115
2020
Q3 		$671K Sell
17,240
-920
-5% -$34.6K 0.16% 122
2020
Q2 		$633K Hold
18,160
– – 0.17% 115
2020
Q1 		$481K Buy
18,160
+144
+0.8% +$4.37K 0.16% 113
2019
Q4 		$551K Buy
18,016
+96
+0.5% +$2.75K 0.15% 121
2019
Q3 		$483K Hold
17,920
– – 0.15% 127
2019
Q2 		$472K Buy
17,920
+64
+0.4% +$1.65K 0.15% 124
2019
Q1 		$448K Buy
17,856
+8
+0% +$186 0.16% 124
2018
Q4 		$372K Buy
+17,848
New +$404K 0.17% 118
2018
Q2 		– Sell
-16,200
Closed -$338K – 180
2018
Q1 		$338K Buy
16,200
+2,512
+18% +$54.8K 0.19% 103
2017
Q4 		$295K Buy
+13,688
New +$278K 0.18% 90

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its Vanguard Information Technology ETF (VGT) stake by 247% in Q1 2026, buying an estimated $4.12M and bringing the position to 62,840 shares worth $1.7M. The position accounts for 0.12% of the portfolio, ranked #140.

Keystone Financial Group (Kentucky) first reported a position in VGT in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.1M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 62,840 shares of Vanguard Information Technology ETF worth $1.7M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 44,712 Vanguard Information Technology ETF shares in Q1 2026, an estimated $4.12M.
  • Vanguard Information Technology ETF made up 0.12% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #140 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Information Technology ETF in Q4 2017 and has held it in 30 quarters since.
  • Keystone Financial Group (Kentucky)'s Vanguard Information Technology ETF position peaked at $2.1M in Q3 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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