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

Keystone Financial Group (Kentucky)’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.64M Buy
104,576
+4,058
+4% +$322K 0.51% 34
2026
Q1 		$6.83M Buy
100,518
+744
+0.7% +$53.8K 0.47% 40
2025
Q4 		$7.39M Buy
99,774
+9,576
+11% +$705K 0.55% 37
2025
Q3 		$6.55M Buy
90,198
+906
+1% +$62.7K 0.5% 42
2025
Q2 		$5.9M Buy
89,292
+3,450
+4% +$205K 0.53% 39
2025
Q1 		$4.79M Buy
85,842
+120
+0.1% +$7.27K 0.49% 42
2024
Q4 		$5.23M Sell
85,722
-714
-0.8% -$42.8K 0.51% 40
2024
Q3 		$4.97M Buy
+86,436
New +$4.8M 0.64% 31
2024
Q2 		– Sell
-80,364
Closed -$4.08M – 329
2024
Q1 		$4.08M Buy
80,364
+3,306
+4% +$160K 0.59% 32
2023
Q4 		$3.48M Buy
77,058
+2,994
+4% +$128K 0.6% 35
2023
Q3 		$3.05M Buy
74,064
+1,824
+3% +$77.6K 0.51% 40
2023
Q2 		$3.06M Buy
+72,240
New +$2.87M 0.52% 42
2022
Q4 		$2.37M Buy
67,476
+3,528
+6% +$127K 0.47% 49
2022
Q3 		$2.22M Sell
63,948
-162
-0.3% -$6.33K 0.45% 47
2022
Q2 		$2.33M Buy
64,110
+5,718
+10% +$228K 0.46% 44
2022
Q1 		$2.68M Buy
58,392
+6,138
+12% +$277K 0.46% 45
2021
Q4 		$2.63M Buy
52,254
+8,316
+19% +$403K 0.43% 49
2021
Q3 		$1.95M Buy
43,938
+3,222
+8% +$148K 0.35% 67
2021
Q2 		$1.78M Buy
40,716
+12,726
+45% +$530K 0.32% 71
2021
Q1 		$1.1M Buy
27,990
+21,426
+326% +$833K 0.21% 95
2020
Q4 		$252K Buy
+6,564
New +$239K 0.05% 221

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 4% in Q2 2026, buying an estimated $322K and bringing the position to 104,576 shares worth $8.64M. The position accounts for 0.51% of the portfolio, ranked #34.

Keystone Financial Group (Kentucky) first reported a position in VOOG in Q4 2020 and has held it in 21 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 104,576 shares of Vanguard S&P 500 Growth ETF worth $8.64M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 4,058 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $322K.
  • Vanguard S&P 500 Growth ETF made up 0.51% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #34 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • 751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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