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

Keystone Financial Group (Kentucky)’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-922
Closed -$271K – 483
2025
Q3 		$271K Buy
922
+161
+21% +$46.4K 0.02% 345
2025
Q2 		$216K Sell
761
-273
-26% -$70.4K 0.02% 383
2025
Q1 		$253K Sell
1,034
-64
-6% -$16.6K 0.03% 327
2024
Q4 		$279K Sell
1,098
-71
-6% -$18.3K 0.03% 308
2024
Q3 		$285K Buy
+1,169
New +$272K 0.04% 290
2024
Q2 		– Sell
-1,203
Closed -$284K – 331
2024
Q1 		$284K Buy
1,203
+105
+10% +$23.5K 0.04% 263
2023
Q4 		$241K Sell
1,098
-35
-3% -$7K 0.04% 246
2023
Q3 		$221K Buy
1,133
+67
+6% +$13.7K 0.04% 263
2023
Q2 		$219K Buy
+1,066
New +$207K 0.04% 269
2022
Q4 		$259K Sell
1,442
-169
-10% -$30.6K 0.05% 228
2022
Q3 		$275K Sell
1,611
-29
-2% -$5.49K 0.06% 215
2022
Q2 		$288K Sell
1,640
-121
-7% -$23.4K 0.06% 215
2022
Q1 		$392K Sell
1,761
-192
-10% -$42.4K 0.07% 182
2021
Q4 		$497K Buy
1,953
+32
+2% +$8.07K 0.08% 167
2021
Q3 		$454K Buy
1,921
+402
+26% +$97.3K 0.08% 174
2021
Q2 		$359K Buy
1,519
+381
+33% +$85.4K 0.07% 197
2021
Q1 		$244K Buy
+1,138
New +$247K 0.05% 251

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s VOT Position: Q4 2025 in Review

Keystone Financial Group (Kentucky) sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 922 shares — an estimated $271K sold.

Keystone Financial Group (Kentucky) first reported a position in VOT in Q1 2021 and held it in 17 quarters. The position peaked at $497K in Q4 2021. 1,075 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

  • Keystone Financial Group (Kentucky) reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 922 Vanguard Mid-Cap Growth ETF shares in Q4 2025, an estimated $271K.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2021 and held it in 17 quarters.
  • Keystone Financial Group (Kentucky)'s Vanguard Mid-Cap Growth ETF position peaked at $497K in Q4 2021.
  • 1,075 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2025.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2025, filed 6 Feb 2026.