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Keystone Financial Group (Kentucky)’s Vanguard S&P 500 ETF VOO Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.9M Buy
36,033
+13
+0% +$8.13K 1.5% 15
2025
Q4 		$22.6M Buy
36,020
+1,308
+4% +$813K 1.67% 13
2025
Q3 		$21.3M Buy
34,712
+317
+0.9% +$187K 1.63% 14
2025
Q2 		$19.6M Buy
34,395
+1,567
+5% +$824K 1.77% 13
2025
Q1 		$17M Sell
32,828
-784
-2% -$424K 1.73% 16
2024
Q4 		$18.2M Sell
33,612
-4,572
-12% -$2.48M 1.79% 12
2024
Q3 		$20.1M Buy
+38,184
New +$19.4M 2.58% 7
2024
Q2 		– Sell
-36,066
Closed -$17.3M – 328
2024
Q1 		$17.3M Buy
36,066
+10,149
+39% +$4.64M 2.53% 8
2023
Q4 		$11.3M Sell
25,917
-238
-0.9% -$97.4K 1.97% 8
2023
Q3 		$10.3M Buy
26,155
+537
+2% +$220K 1.72% 12
2023
Q2 		$10.4M Buy
+25,618
New +$9.88M 1.77% 11
2022
Q4 		$8.69M Buy
24,747
+61
+0.2% +$21.5K 1.72% 11
2022
Q3 		$8.1M Sell
24,686
-800
-3% -$292K 1.64% 13
2022
Q2 		$8.84M Sell
25,486
-650
-2% -$245K 1.75% 12
2022
Q1 		$10.9M Sell
26,136
-73
-0.3% -$29.9K 1.84% 11
2021
Q4 		$11.4M Buy
26,209
+280
+1% +$118K 1.88% 9
2021
Q3 		$10.2M Buy
25,929
+7
+0% +$2.84K 1.85% 9
2021
Q2 		$10.2M Buy
25,922
+247
+1% +$94.8K 1.85% 9
2021
Q1 		$9.35M Buy
25,675
+719
+3% +$255K 1.82% 8
2020
Q4 		$8.58M Buy
24,956
+16
+0.1% +$5.22K 1.78% 10
2020
Q3 		$7.67M Sell
24,940
-241
-1% -$73.4K 1.88% 9
2020
Q2 		$7.14M Buy
25,181
+45
+0.2% +$12.1K 1.94% 9
2020
Q1 		$5.95M Buy
25,136
+1,356
+6% +$380K 1.97% 9
2019
Q4 		$7.03M Sell
23,780
-538
-2% -$152K 1.89% 7
2019
Q3 		$6.63M Buy
24,318
+2,082
+9% +$565K 2.04% 6
2019
Q2 		$5.99M Buy
22,236
+11,757
+112% +$3.11M 1.95% 6
2019
Q1 		$2.72M Buy
10,479
+199
+2% +$49.7K 0.97% 32
2018
Q4 		$2.36M Sell
10,280
-2,136
-17% -$529K 1.07% 29
2018
Q3 		$3.33M Sell
12,416
-1,323
-10% -$346K 1.36% 15
2018
Q2 		$3.43M Sell
13,739
-1,486
-10% -$369K 1.91% 9
2018
Q1 		$3.6M Sell
15,225
-591
-4% -$148K 2% 6
2017
Q4 		$3.92M Buy
+15,816
New +$3.78M 2.44% 8

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its Vanguard S&P 500 ETF (VOO) stake by 0.04% in Q1 2026, buying an estimated $8.13K and bringing the position to 36,033 shares worth $21.9M. The position accounts for 1.5% of the portfolio, ranked #15.

Keystone Financial Group (Kentucky) first reported a position in VOO in Q4 2017 and has held it in 32 quarters since. The position peaked at $22.6M in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 36,033 shares of Vanguard S&P 500 ETF worth $21.9M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 13 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $8.13K.
  • Vanguard S&P 500 ETF made up 1.5% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #15 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 32 quarters since.
  • Keystone Financial Group (Kentucky)'s Vanguard S&P 500 ETF position peaked at $22.6M in Q4 2025.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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