Keystone Financial Group (Kentucky)’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio VTWO Stock Details VTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,767	Closed	-$173K	–	484
2025 Q3	$173K	Buy	+1,767	New	+$164K	0.01%	404
2025 Q1	–	Sell	-2,622	Closed	-$234K	–	414
2024 Q4	$234K	Buy	2,622 +204	+8%	+$18.8K	0.02%	339
2024 Q3	$216K	Buy	+2,418	New	+$209K	0.03%	342
2022 Q1	–	Sell	-2,456	Closed	-$221K	–	316
2021 Q4	$221K	Buy	2,456 +59	+2%	+$5.39K	0.04%	279
2021 Q3	$212K	Buy	2,397 +46	+2%	+$4.12K	0.04%	271
2021 Q2	$218K	Buy	2,351 +111	+5%	+$10.1K	0.04%	275
2021 Q1	$200K	Buy	+2,240	New	+$197K	0.04%	276

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2025, closing a stake of 1,767 shares — an estimated $173K sold.

Keystone Financial Group (Kentucky) first reported a position in VTWO in Q1 2021 and held it in 7 quarters. The position peaked at $234K in Q4 2024. 657 funds tracked by Wall St. Rank hold VTWO as of Q4 2025.

Keystone Financial Group (Kentucky) reported no remaining Vanguard Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 1,767 Vanguard Russell 2000 ETF shares in Q4 2025, an estimated $173K.
Keystone Financial Group (Kentucky) first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and held it in 7 quarters.
Keystone Financial Group (Kentucky)'s Vanguard Russell 2000 ETF position peaked at $234K in Q4 2024.
657 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2025.

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