Keystone Financial Group (Kentucky)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.14M	Buy	3,303 +140	+4%	+$46.7K	0.07%	202
2026 Q1	$945K	Hold	3,163	–	–	0.06%	206
2025 Q4	$996K	Hold	3,163	–	–	0.07%	176
2025 Q3	$974K	Buy	3,163 +1	+0%	+$296	0.07%	163
2025 Q2	$902K	Buy	3,162 +790	+33%	+$208K	0.08%	165
2025 Q1	$610K	Buy	2,372 +52	+2%	+$14.1K	0.06%	192
2024 Q4	$626K	Sell	2,320 -80	-3%	-$21.7K	0.06%	186
2024 Q3	$632K	Buy	+2,400	New	+$609K	0.08%	163
2024 Q2	–	Sell	-1,908	Closed	-$457K	–	339
2024 Q1	$457K	Buy	1,908 +466	+32%	+$107K	0.07%	196
2023 Q4	$315K	Sell	1,442 -24	-2%	-$4.91K	0.05%	208
2023 Q3	$287K	Hold	1,466	–	–	0.05%	218
2023 Q2	$297K	Buy	+1,466	New	+$281K	0.05%	217
2022 Q4	$255K	Hold	1,466	–	–	0.05%	232
2022 Q3	$240K	Hold	1,466	–	–	0.05%	236
2022 Q2	$253K	Hold	1,466	–	–	0.05%	239
2022 Q1	$306K	Buy	1,466 +70	+5%	+$14.4K	0.05%	225
2021 Q4	$309K	Buy	+1,396	New	+$299K	0.05%	232

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.4% in Q2 2026, buying an estimated $46.7K and bringing the position to 3,303 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #202.

Keystone Financial Group (Kentucky) first reported a position in VV in Q4 2021 and has held it in 17 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Keystone Financial Group (Kentucky) held 3,303 shares of Vanguard Morningstar Large-Cap ETF worth $1.14M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 140 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $46.7K.
Vanguard Morningstar Large-Cap ETF made up 0.07% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #202 holding.
Keystone Financial Group (Kentucky) first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 17 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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