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Keystone Financial Group (Kentucky)’s Vanguard Extended Market ETF VXF Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$254K Sell
1,125
-932
-45% -$199K 0.02% 434
2025
Q4 		$430K Sell
2,057
-709
-26% -$149K 0.03% 282
2025
Q3 		$577K Buy
2,766
+1,114
+67% +$225K 0.04% 221
2025
Q2 		$318K Sell
1,652
-395
-19% -$70.1K 0.03% 305
2025
Q1 		$357K Hold
2,047
– – 0.04% 260
2024
Q4 		$392K Buy
2,047
+100
+5% +$19.3K 0.04% 252
2024
Q3 		$354K Buy
+1,947
New +$340K 0.05% 253
2024
Q2 		– Sell
-1,884
Closed -$330K – 341
2024
Q1 		$330K Buy
1,884
+37
+2% +$6.14K 0.05% 242
2023
Q4 		$304K Sell
1,847
-148
-7% -$21.8K 0.05% 215
2023
Q3 		$286K Hold
1,995
– – 0.05% 220
2023
Q2 		$297K Buy
+1,995
New +$280K 0.05% 218
2022
Q4 		$265K Hold
1,995
– – 0.05% 224
2022
Q3 		$254K Hold
1,995
– – 0.05% 227
2022
Q2 		$262K Hold
1,995
– – 0.05% 233
2022
Q1 		$330K Hold
1,995
– – 0.06% 211
2021
Q4 		$365K Hold
1,995
– – 0.06% 208
2021
Q3 		$364K Hold
1,995
– – 0.07% 195
2021
Q2 		$376K Hold
1,995
– – 0.07% 188
2021
Q1 		$353K Buy
1,995
+252
+14% +$44.8K 0.07% 187
2020
Q4 		$287K Hold
1,743
– – 0.06% 203
2020
Q3 		$226K Hold
1,743
– – 0.06% 217
2020
Q2 		$206K Buy
+1,743
New +$187K 0.06% 214
2020
Q1 		– Sell
-2,057
Closed -$259K – 248
2019
Q4 		$259K Hold
2,057
– – 0.07% 201
2019
Q3 		$239K Hold
2,057
– – 0.07% 203
2019
Q2 		$244K Hold
2,057
– – 0.08% 192
2019
Q1 		$238K Buy
+2,057
New +$231K 0.08% 184

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s VXF Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its Vanguard Extended Market ETF (VXF) stake by 45% in Q1 2026, selling an estimated $199K and leaving 1,125 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #434.

Keystone Financial Group (Kentucky) first reported a position in VXF in Q1 2019 and has held it in 26 quarters since. The position peaked at $577K in Q3 2025. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 1,125 shares of Vanguard Extended Market ETF worth $254K as of Q1 2026.
  • Keystone Financial Group (Kentucky) sold 932 Vanguard Extended Market ETF shares in Q1 2026, an estimated $199K.
  • Vanguard Extended Market ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #434 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Extended Market ETF in Q1 2019 and has held it in 26 quarters since.
  • Keystone Financial Group (Kentucky)'s Vanguard Extended Market ETF position peaked at $577K in Q3 2025.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.