Keystone Financial Services (Colorado)’s Vanguard Small-Cap ETF VB Stock Holding History

Keystone Financial Services (Colorado)’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$614K	Hold	2,344	–	–	0.18%	60
2025 Q4	$605K	Hold	2,344	–	–	0.18%	63
2025 Q3	$596K	Hold	2,344	–	–	0.18%	61
2025 Q2	$555K	Hold	2,344	–	–	0.19%	61
2025 Q1	$520K	Hold	2,344	–	–	0.2%	58
2024 Q4	$563K	Hold	2,344	–	–	0.22%	50
2024 Q3	$556K	Sell	2,344 -75	-3%	-$17K	0.22%	51
2024 Q2	$527K	Sell	2,419 -9	-0.4%	-$1.98K	0.22%	52
2024 Q1	$555K	Buy	2,428 +9	+0.4%	+$1.94K	0.24%	50
2023 Q4	$516K	Hold	2,419	–	–	0.24%	48
2023 Q3	$457K	Hold	2,419	–	–	0.24%	47
2023 Q2	$481K	Hold	2,419	–	–	0.25%	44
2023 Q1	$459K	Hold	2,419	–	–	0.25%	45
2022 Q4	$489K	Hold	2,419	–	–	0.26%	47
2022 Q3	$446K	Hold	2,419	–	–	0.26%	48
2022 Q2	$468K	Hold	2,419	–	–	0.25%	46
2022 Q1	$447K	Hold	2,419	–	–	0.26%	43
2021 Q4	$547K	Buy	+2,419	New	+$550K	0.28%	40

Other funds holding VB

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Keystone Financial Services (Colorado)'s VB Position: Q1 2026 in Review

Keystone Financial Services (Colorado) held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 2,344 shares worth $614K. The position accounts for 0.18% of the portfolio, ranked #60.

Keystone Financial Services (Colorado) first reported a position in VB in Q4 2021 and has held it in 18 quarters since. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Keystone Financial Services (Colorado) held 2,344 shares of Vanguard Small-Cap ETF worth $614K as of Q1 2026.
Keystone Financial Services (Colorado) left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Small-Cap ETF made up 0.18% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #60 holding.
Keystone Financial Services (Colorado) first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.