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

Keystone Financial Group (Kentucky)’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$830K Sell
7,565
-47
-0.6% -$5.49K 0.06% 225
2025
Q4 		$927K Buy
7,612
+86
+1% +$10.5K 0.07% 186
2025
Q3 		$907K Buy
7,526
+2
+0% +$229 0.07% 175
2025
Q2 		$822K Buy
7,524
+203
+3% +$20K 0.07% 175
2025
Q1 		$679K Buy
7,321
+96
+1% +$9.75K 0.07% 181
2024
Q4 		$746K Buy
7,225
+75
+1% +$7.59K 0.07% 167
2024
Q3 		$690K Buy
+7,150
New +$667K 0.09% 154
2024
Q2 		– Sell
-6,687
Closed -$580K – 327
2024
Q1 		$580K Buy
6,687
+771
+13% +$64K 0.08% 157
2023
Q4 		$462K Buy
5,916
+494
+9% +$36K 0.08% 157
2023
Q3 		$371K Buy
5,422
+222
+4% +$15.8K 0.06% 192
2023
Q2 		$368K Buy
+5,200
New +$340K 0.06% 192
2022
Q4 		$287K Hold
5,200
– – 0.06% 212
2022
Q3 		$282K Buy
+5,200
New +$314K 0.06% 210

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.62% in Q1 2026, selling an estimated $5.49K and leaving 7,565 shares worth $830K. The position accounts for 0.06% of the portfolio, ranked #225.

Keystone Financial Group (Kentucky) first reported a position in VONG in Q3 2022 and has held it in 13 quarters since. The position peaked at $927K in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 7,565 shares of Vanguard Russell 1000 Growth ETF worth $830K as of Q1 2026.
  • Keystone Financial Group (Kentucky) sold 47 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $5.49K.
  • Vanguard Russell 1000 Growth ETF made up 0.06% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #225 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Russell 1000 Growth ETF in Q3 2022 and has held it in 13 quarters since.
  • Keystone Financial Group (Kentucky)'s Vanguard Russell 1000 Growth ETF position peaked at $927K in Q4 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

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