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

Keystone Financial Services (Nebraska)’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 Q2	$584K	Sell	1,925 -29	-1%	-$8.31K	0.35%	39
2026 Q1	$512K	Sell	1,954 -34	-2%	-$9.2K	0.34%	37
2025 Q4	$513K	Buy	1,988 +7	+0.4%	+$1.79K	0.35%	37
2025 Q3	$504K	Buy	1,981 +4	+0.2%	+$992	0.35%	37
2025 Q2	$469K	Sell	1,977 -222	-10%	-$49.5K	0.36%	37
2025 Q1	$488K	Buy	2,199 +852	+63%	+$203K	0.41%	37
2024 Q4	$324K	Buy	+1,347	New	+$331K	0.3%	36

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Keystone Financial Services (Nebraska)'s VB Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.5% in Q2 2026, selling an estimated $8.31K and leaving 1,925 shares worth $584K. The position accounts for 0.35% of the portfolio, ranked #39.

Keystone Financial Services (Nebraska) first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Keystone Financial Services (Nebraska) held 1,925 shares of Vanguard Morningstar Small-Cap ETF worth $584K as of Q2 2026.
Keystone Financial Services (Nebraska) sold 29 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $8.31K.
Vanguard Morningstar Small-Cap ETF made up 0.35% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #39 holding.
Keystone Financial Services (Nebraska) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.