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Keystone Financial Group (Kentucky)’s Vanguard Real Estate ETF VNQ Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$312K Buy
3,513
+731
+26% +$67K 0.02% 390
2025
Q4 		$246K Sell
2,782
-255
-8% -$22.9K 0.02% 391
2025
Q3 		$278K Buy
3,037
+7
+0.2% +$635 0.02% 338
2025
Q2 		$270K Buy
3,030
+6
+0.2% +$529 0.02% 346
2025
Q1 		$274K Sell
3,024
-251
-8% -$22.8K 0.03% 313
2024
Q4 		$292K Sell
3,275
-77
-2% -$7.28K 0.03% 305
2024
Q3 		$327K Buy
+3,352
New +$309K 0.04% 268
2024
Q2 		– Sell
-3,187
Closed -$276K – 323
2024
Q1 		$276K Sell
3,187
-35
-1% -$2.99K 0.04% 266
2023
Q4 		$285K Buy
3,222
+107
+3% +$8.48K 0.05% 226
2023
Q3 		$236K Buy
3,115
+400
+15% +$33K 0.04% 253
2023
Q2 		$227K Buy
+2,715
New +$222K 0.04% 258
2022
Q4 		$341K Buy
4,137
+16
+0.4% +$1.33K 0.07% 191
2022
Q3 		$330K Buy
4,121
+998
+32% +$93.3K 0.07% 188
2022
Q2 		$285K Buy
3,123
+6
+0.2% +$598 0.06% 218
2022
Q1 		$338K Buy
3,117
+104
+3% +$11K 0.06% 208
2021
Q4 		$350K Sell
3,013
-212
-7% -$23.2K 0.06% 214
2021
Q3 		$328K Buy
3,225
+7
+0.2% +$742 0.06% 212
2021
Q2 		$328K Buy
3,218
+564
+21% +$55.9K 0.06% 213
2021
Q1 		$244K Sell
2,654
-136
-5% -$12K 0.05% 250
2020
Q4 		$237K Sell
2,790
-844
-23% -$70K 0.05% 236
2020
Q3 		$287K Sell
3,634
-64
-2% -$5.14K 0.07% 187
2020
Q2 		$290K Sell
3,698
-510
-12% -$38.7K 0.08% 175
2020
Q1 		$294K Sell
4,208
-193
-4% -$16.9K 0.1% 154
2019
Q4 		$408K Sell
4,401
-1,121
-20% -$104K 0.11% 144
2019
Q3 		$515K Sell
5,522
-1,019
-16% -$92.5K 0.16% 122
2019
Q2 		$572K Sell
6,541
-470
-7% -$41.1K 0.19% 111
2019
Q1 		$609K Sell
7,011
-499
-7% -$41.2K 0.22% 104
2018
Q4 		$560K Sell
7,510
-2,088
-22% -$165K 0.25% 101
2018
Q3 		$767K Sell
9,598
-1,347
-12% -$111K 0.31% 83
2018
Q2 		$887K Sell
10,945
-1,555
-12% -$120K 0.49% 56
2018
Q1 		$931K Buy
12,500
+561
+5% +$42.9K 0.52% 48
2017
Q4 		$973K Buy
+11,939
New +$1M 0.6% 36

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its Vanguard Real Estate ETF (VNQ) stake by 26% in Q1 2026, buying an estimated $67K and bringing the position to 3,513 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #390.

Keystone Financial Group (Kentucky) first reported a position in VNQ in Q4 2017 and has held it in 32 quarters since. The position peaked at $973K in Q4 2017. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 3,513 shares of Vanguard Real Estate ETF worth $312K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 731 Vanguard Real Estate ETF shares in Q1 2026, an estimated $67K.
  • Vanguard Real Estate ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #390 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 32 quarters since.
  • Keystone Financial Group (Kentucky)'s Vanguard Real Estate ETF position peaked at $973K in Q4 2017.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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