Keystone Financial Group (Kentucky)’s Vanguard Russell 1000 ETF VONE Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio VONE Stock Details VONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.5M	Buy	11,861 +104	+0.9%	+$32.1K	0.24%	75
2025 Q4	$3.63M	Buy	11,757 +2,447	+26%	+$750K	0.27%	71
2025 Q3	$2.81M	Buy	9,310 +345	+4%	+$101K	0.22%	80
2025 Q2	$2.52M	Buy	8,965 +1,000	+13%	+$260K	0.23%	81
2025 Q1	$2.02M	Buy	7,965 +290	+4%	+$77.6K	0.21%	94
2024 Q4	$2.05M	Buy	7,675 +533	+7%	+$143K	0.2%	93
2024 Q3	$1.86M	Buy	+7,142	New	+$1.79M	0.24%	78
2024 Q2	–	Sell	-4,132	Closed	-$985K	–	326
2024 Q1	$985K	Buy	4,132 +1,395	+51%	+$316K	0.14%	109
2023 Q4	$594K	Buy	2,737 +25	+0.9%	+$5.07K	0.1%	134
2023 Q3	$528K	Buy	2,712 +100	+4%	+$20.2K	0.09%	150
2023 Q2	$526K	Buy	+2,612	New	+$498K	0.09%	148
2022 Q4	$246K	Buy	1,412 +60	+4%	+$10.5K	0.05%	241
2022 Q3	$221K	Buy	+1,352	New	+$245K	0.04%	254

Other funds holding VONE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its Vanguard Russell 1000 ETF (VONE) stake by 0.88% in Q1 2026, buying an estimated $32.1K and bringing the position to 11,861 shares worth $3.5M. The position accounts for 0.24% of the portfolio, ranked #75.

Keystone Financial Group (Kentucky) first reported a position in VONE in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.63M in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Keystone Financial Group (Kentucky) held 11,861 shares of Vanguard Russell 1000 ETF worth $3.5M as of Q1 2026.
Keystone Financial Group (Kentucky) bought 104 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $32.1K.
Vanguard Russell 1000 ETF made up 0.24% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #75 holding.
Keystone Financial Group (Kentucky) first reported a position in Vanguard Russell 1000 ETF in Q3 2022 and has held it in 13 quarters since.
Keystone Financial Group (Kentucky)'s Vanguard Russell 1000 ETF position peaked at $3.63M in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

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