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Keystone Financial Group (Kentucky)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.2M Buy
122,055
+777
+0.6% +$278K 2.68% 8
2026
Q1 		$39.1M Buy
121,278
+1,517
+1% +$509K 2.68% 7
2025
Q4 		$40.2M Sell
119,761
-3,824
-3% -$1.27M 2.97% 7
2025
Q3 		$40.6M Buy
123,585
+8,838
+8% +$2.79M 3.1% 5
2025
Q2 		$34.9M Buy
114,747
+6,837
+6% +$1.92M 3.15% 5
2025
Q1 		$29.7M Buy
107,910
+1,513
+1% +$440K 3.02% 5
2024
Q4 		$30.8M Buy
106,397
+3,769
+4% +$1.1M 3.03% 5
2024
Q3 		$29.1M Buy
+102,628
New +$28M 3.72% 5
2024
Q2 		– Sell
-100,974
Closed -$26.2M – 335
2024
Q1 		$26.2M Buy
100,974
+2,679
+3% +$663K 3.82% 4
2023
Q4 		$23.3M Buy
98,295
+15,696
+19% +$3.47M 4.05% 4
2023
Q3 		$17.5M Buy
82,599
+6,625
+9% +$1.47M 2.94% 6
2023
Q2 		$16.7M Buy
+75,974
New +$15.8M 2.85% 6
2022
Q4 		$9.14M Buy
47,800
+804
+2% +$155K 1.8% 10
2022
Q3 		$8.43M Sell
46,996
-3,018
-6% -$602K 1.71% 11
2022
Q2 		$9.43M Sell
50,014
-1,489
-3% -$306K 1.87% 9
2022
Q1 		$11.7M Buy
51,503
+6,034
+13% +$1.36M 1.99% 9
2021
Q4 		$11M Buy
45,469
+4,816
+12% +$1.14M 1.8% 10
2021
Q3 		$9.03M Buy
40,653
+2,083
+5% +$475K 1.63% 10
2021
Q2 		$8.59M Buy
38,570
+3,099
+9% +$673K 1.56% 12
2021
Q1 		$7.33M Buy
35,471
+6,662
+23% +$1.35M 1.43% 13
2020
Q4 		$5.61M Buy
28,809
+1,321
+5% +$241K 1.17% 18
2020
Q3 		$4.68M Buy
27,488
+922
+3% +$155K 1.15% 19
2020
Q2 		$4.16M Buy
26,566
+1,197
+5% +$177K 1.13% 17
2020
Q1 		$3.27M Buy
25,369
+2,445
+11% +$378K 1.08% 20
2019
Q4 		$3.75M Buy
22,924
+414
+2% +$64.9K 1.01% 21
2019
Q3 		$3.4M Buy
22,510
+1,139
+5% +$172K 1.05% 22
2019
Q2 		$3.21M Buy
21,371
+1,229
+6% +$181K 1.04% 25
2019
Q1 		$2.92M Buy
20,142
+1,674
+9% +$234K 1.04% 26
2018
Q4 		$2.36M Sell
18,468
-428
-2% -$59.1K 1.07% 30
2018
Q3 		$2.83M Buy
18,896
+15,407
+442% +$2.27M 1.16% 24
2018
Q2 		$491K Sell
3,489
-770
-18% -$107K 0.27% 92
2018
Q1 		$565K Buy
+4,259
New +$597K 0.31% 82

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.64% in Q2 2026, buying an estimated $278K and bringing the position to 122,055 shares worth $45.2M. The position accounts for 2.68% of the portfolio, ranked #8.

Keystone Financial Group (Kentucky) first reported a position in VTI in Q1 2018 and has held it in 32 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 122,055 shares of Vanguard Morningstar Total Stock Market ETF worth $45.2M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 777 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $278K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.68% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #8 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and has held it in 32 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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