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Keystone Financial Group (Kentucky)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.3M Buy
78,152
+5,620
+8% +$436K 0.37% 50
2026
Q1 		$5.21M Buy
72,532
+60
+0.1% +$4.46K 0.36% 58
2025
Q4 		$5.26M Buy
72,472
+1,952
+3% +$142K 0.39% 55
2025
Q3 		$5.18M Sell
70,520
-1,632
-2% -$117K 0.4% 53
2025
Q2 		$5.05M Buy
72,152
+1,840
+3% +$121K 0.46% 47
2025
Q1 		$4.55M Sell
70,312
-500
-0.7% -$33.6K 0.46% 46
2024
Q4 		$4.68M Buy
70,812
+356
+0.5% +$24.2K 0.46% 46
2024
Q3 		$4.65M Buy
+70,456
New +$4.42M 0.59% 34
2024
Q2 		– Sell
-63,540
Closed -$3.97M – 325
2024
Q1 		$3.97M Buy
63,540
+2,516
+4% +$149K 0.58% 34
2023
Q4 		$3.55M Buy
61,024
+2,308
+4% +$123K 0.62% 33
2023
Q3 		$3.06M Buy
58,716
+2,572
+5% +$141K 0.51% 39
2023
Q2 		$3.09M Buy
+56,144
New +$2.94M 0.53% 40
2022
Q4 		$2.4M Buy
47,084
+1,380
+3% +$70.3K 0.47% 47
2022
Q3 		$2.15M Sell
45,704
-40
-0.1% -$2.09K 0.44% 51
2022
Q2 		$2.25M Buy
45,744
+1,352
+3% +$73K 0.45% 47
2022
Q1 		$2.64M Buy
44,392
+4,464
+11% +$262K 0.45% 47
2021
Q4 		$2.54M Buy
39,928
+6,252
+19% +$392K 0.42% 52
2021
Q3 		$1.99M Buy
33,676
+1,808
+6% +$109K 0.36% 65
2021
Q2 		$1.89M Buy
31,868
+4,564
+17% +$265K 0.34% 68
2021
Q1 		$1.51M Buy
27,304
+4,568
+20% +$248K 0.29% 79
2020
Q4 		$1.18M Buy
22,736
+532
+2% +$25.8K 0.24% 86
2020
Q3 		$978K Sell
22,204
-736
-3% -$32.1K 0.24% 94
2020
Q2 		$940K Sell
22,940
-1,436
-6% -$55K 0.26% 91
2020
Q1 		$802K Buy
24,376
+15,064
+162% +$624K 0.27% 87
2019
Q4 		$415K Buy
9,312
+3,708
+66% +$159K 0.11% 143
2019
Q3 		$235K Buy
5,604
+544
+11% +$22.7K 0.07% 205
2019
Q2 		$211K Buy
+5,060
New +$207K 0.07% 211

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.7% in Q2 2026, buying an estimated $436K and bringing the position to 78,152 shares worth $6.3M. The position accounts for 0.37% of the portfolio, ranked #50.

Keystone Financial Group (Kentucky) first reported a position in VO in Q2 2019 and has held it in 27 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 78,152 shares of Vanguard Morningstar Mid-Cap ETF worth $6.3M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 5,620 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $436K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.37% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #50 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 27 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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