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Keystone Financial Group (Kentucky)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.8M Buy
136,573
+7,765
+6% +$653K 0.7% 29
2026
Q1 		$9.36M Buy
128,808
+2,682
+2% +$209K 0.64% 32
2025
Q4 		$10.3M Buy
126,126
+16,728
+15% +$1.36M 0.76% 29
2025
Q3 		$8.74M Buy
109,398
+4,230
+4% +$323K 0.67% 29
2025
Q2 		$7.68M Buy
105,168
+4,860
+5% +$320K 0.69% 26
2025
Q1 		$6.2M Sell
100,308
-804
-0.8% -$54.2K 0.63% 29
2024
Q4 		$6.92M Sell
101,112
-762
-0.7% -$51.2K 0.68% 26
2024
Q3 		$6.52M Buy
+101,874
New +$6.31M 0.83% 22
2024
Q2 		– Sell
-92,898
Closed -$5.33M – 338
2024
Q1 		$5.33M Buy
92,898
+3,264
+4% +$179K 0.78% 26
2023
Q4 		$4.64M Buy
89,634
+1,158
+1% +$55.9K 0.81% 25
2023
Q3 		$4.02M Buy
88,476
+9,444
+12% +$446K 0.67% 31
2023
Q2 		$3.73M Buy
+79,032
New +$3.43M 0.63% 36
2022
Q4 		$2.62M Buy
73,662
+1,464
+2% +$53.9K 0.52% 42
2022
Q3 		$2.57M Sell
72,198
-972
-1% -$39.1K 0.52% 38
2022
Q2 		$2.72M Buy
73,170
+1,464
+2% +$60.1K 0.54% 35
2022
Q1 		$3.44M Buy
71,706
+960
+1% +$45.4K 0.58% 33
2021
Q4 		$3.78M Buy
70,746
+9,120
+15% +$475K 0.62% 34
2021
Q3 		$2.98M Buy
61,626
+4,032
+7% +$201K 0.54% 38
2021
Q2 		$2.75M Buy
57,594
+3,702
+7% +$168K 0.5% 46
2021
Q1 		$2.31M Buy
53,892
+14,196
+36% +$607K 0.45% 53
2020
Q4 		$1.68M Buy
39,696
+5,706
+17% +$228K 0.35% 68
2020
Q3 		$1.29M Buy
33,990
+5,232
+18% +$193K 0.32% 73
2020
Q2 		$969K Buy
28,758
+10,524
+58% +$324K 0.26% 89
2020
Q1 		$476K Buy
18,234
+2,502
+16% +$74.9K 0.16% 115
2019
Q4 		$478K Buy
15,732
+1,644
+12% +$47.5K 0.13% 131
2019
Q3 		$390K Buy
14,088
+456
+3% +$12.7K 0.12% 137
2019
Q2 		$371K Buy
13,632
+2,010
+17% +$53.7K 0.12% 139
2019
Q1 		$303K Buy
+11,622
New +$287K 0.11% 158

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Keystone Financial Group (Kentucky) increased its Vanguard Morningstar Growth ETF (VUG) stake by 6% in Q2 2026, buying an estimated $653K and bringing the position to 136,573 shares worth $11.8M. The position accounts for 0.7% of the portfolio, ranked #29.

Keystone Financial Group (Kentucky) first reported a position in VUG in Q1 2019 and has held it in 28 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 136,573 shares of Vanguard Morningstar Growth ETF worth $11.8M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 7,765 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $653K.
  • Vanguard Morningstar Growth ETF made up 0.7% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #29 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 28 quarters since.
  • 2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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