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Keystone Financial Group (Kentucky)’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.85M Buy
27,976
+1,238
+5% +$157K 0.23% 80
2026
Q1 		$3.07M Sell
26,738
-210
-0.8% -$24.6K 0.21% 85
2025
Q4 		$2.99M Sell
26,948
-20
-0.1% -$2.22K 0.22% 78
2025
Q3 		$2.98M Buy
26,968
+340
+1% +$36.3K 0.23% 77
2025
Q2 		$2.7M Buy
26,628
+625
+2% +$59.7K 0.24% 78
2025
Q1 		$2.51M Sell
26,003
-620
-2% -$64.4K 0.26% 80
2024
Q4 		$2.82M Sell
26,623
-218
-0.8% -$24.1K 0.28% 71
2024
Q3 		$2.9M Buy
+26,841
New +$2.79M 0.37% 55
2024
Q2 		– Sell
-26,022
Closed -$2.64M – 321
2024
Q1 		$2.64M Buy
26,022
+715
+3% +$69.5K 0.38% 56
2023
Q4 		$2.51M Buy
25,307
+100
+0.4% +$8.91K 0.44% 52
2023
Q3 		$2.2M Hold
25,207
– – 0.37% 58
2023
Q2 		$2.32M Buy
+25,207
New +$2.21M 0.39% 56
2022
Q4 		$2.16M Buy
24,878
+1,906
+8% +$169K 0.43% 57
2022
Q3 		$1.85M Buy
22,972
+240
+1% +$21.5K 0.38% 63
2022
Q2 		$1.93M Buy
22,732
+374
+2% +$34.2K 0.38% 65
2022
Q1 		$2.21M Sell
22,358
-38
-0.2% -$3.76K 0.38% 60
2021
Q4 		$2.35M Buy
22,396
+1,334
+6% +$140K 0.39% 60
2021
Q3 		$2.12M Buy
21,062
+110
+0.5% +$11.1K 0.38% 61
2021
Q2 		$2.17M Buy
20,952
+364
+2% +$37.2K 0.39% 59
2021
Q1 		$2.05M Buy
20,588
+170
+0.8% +$16.3K 0.4% 61
2020
Q4 		$1.71M Buy
20,418
+860
+4% +$65K 0.36% 65
2020
Q3 		$1.26M Buy
19,558
+1,164
+6% +$76.5K 0.31% 74
2020
Q2 		$1.15M Buy
18,394
+1,790
+11% +$103K 0.31% 78
2020
Q1 		$851K Buy
16,604
+348
+2% +$23.5K 0.28% 82
2019
Q4 		$1.24M Buy
16,256
+1,070
+7% +$78.7K 0.33% 74
2019
Q3 		$1.08M Buy
15,186
+6,052
+66% +$428K 0.33% 74
2019
Q2 		$653K Buy
+9,134
New +$645K 0.21% 101

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 4.6% in Q2 2026, buying an estimated $157K and bringing the position to 27,976 shares worth $3.85M. The position accounts for 0.23% of the portfolio, ranked #80.

Keystone Financial Group (Kentucky) first reported a position in VIOO in Q2 2019 and has held it in 27 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 27,976 shares of Vanguard S&P Small-Cap 600 ETF worth $3.85M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 1,238 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $157K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.23% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #80 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2019 and has held it in 27 quarters since.
  • 406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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