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Keystone Financial Group (Kentucky)’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio VTHR Stock Details VTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$910K Buy
2,745
+130
+5% +$41.6K 0.05% 235
2026
Q1 		$752K Hold
2,615
– – 0.05% 237
2025
Q4 		$785K Hold
2,615
– – 0.06% 198
2025
Q3 		$770K Hold
2,615
– – 0.06% 188
2025
Q2 		$713K Hold
2,615
– – 0.06% 187
2025
Q1 		$645K Hold
2,615
– – 0.07% 185
2024
Q4 		$679K Hold
2,615
– – 0.07% 177
2024
Q3 		$663K Buy
+2,615
New +$639K 0.08% 158
2024
Q2 		– Sell
-2,615
Closed -$609K – 334
2024
Q1 		$609K Buy
2,615
+200
+8% +$44.3K 0.09% 150
2023
Q4 		$514K Buy
2,415
+50
+2% +$9.91K 0.09% 148
2023
Q3 		$451K Hold
2,365
– – 0.08% 169
2023
Q2 		$467K Buy
+2,365
New +$443K 0.08% 162
2022
Q4 		$406K Hold
2,365
– – 0.08% 173
2022
Q3 		$381K Hold
2,365
– – 0.08% 172
2022
Q2 		$400K Buy
2,365
+250
+12% +$46K 0.08% 173
2022
Q1 		$431K Hold
2,115
– – 0.07% 172
2021
Q4 		$456K Hold
2,115
– – 0.07% 172
2021
Q3 		$419K Buy
2,115
+240
+13% +$48.8K 0.08% 181
2021
Q2 		$373K Hold
1,875
– – 0.07% 191
2021
Q1 		$347K Hold
1,875
– – 0.07% 189
2020
Q4 		$326K Hold
1,875
– – 0.07% 186
2020
Q3 		$285K Hold
1,875
– – 0.07% 188
2020
Q2 		$262K Hold
1,875
– – 0.07% 183
2020
Q1 		$216K Hold
1,875
– – 0.07% 181
2019
Q4 		$275K Buy
+1,875
New +$262K 0.07% 194

Other funds holding VTHR

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CFO
Callan Family Office Radnor, Pennsylvania $5.11B AUM 35.28% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 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 VTHR Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Vanguard Russell 3000 ETF (VTHR) stake by 5% in Q2 2026, buying an estimated $41.6K and bringing the position to 2,745 shares worth $910K. The position accounts for 0.05% of the portfolio, ranked #235.

Keystone Financial Group (Kentucky) first reported a position in VTHR in Q4 2019 and has held it in 25 quarters since. 247 funds tracked by Wall St. Rank hold VTHR as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 2,745 shares of Vanguard Russell 3000 ETF worth $910K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 130 Vanguard Russell 3000 ETF shares in Q2 2026, an estimated $41.6K.
  • Vanguard Russell 3000 ETF made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #235 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Russell 3000 ETF in Q4 2019 and has held it in 25 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2026.

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