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

Keystone Financial Services (Nebraska)’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$806K	Sell	9,998 -146	-1%	-$11.3K	0.48%	33
2026 Q1	$728K	Sell	10,144 -64	-0.6%	-$4.75K	0.49%	31
2025 Q4	$741K	Sell	10,208 -8	-0.1%	-$582	0.5%	30
2025 Q3	$750K	Buy	10,216 +44	+0.4%	+$3.16K	0.53%	29
2025 Q2	$712K	Sell	10,172 -712	-7%	-$46.7K	0.54%	28
2025 Q1	$704K	Buy	10,884 +4,888	+82%	+$328K	0.6%	27
2024 Q4	$396K	Buy	+5,996	New	+$407K	0.36%	34

Other funds holding VO

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Keystone Financial Services (Nebraska) reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.4% in Q2 2026, selling an estimated $11.3K and leaving 9,998 shares worth $806K. The position accounts for 0.48% of the portfolio, ranked #33.

Keystone Financial Services (Nebraska) first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 1,332 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Keystone Financial Services (Nebraska) held 9,998 shares of Vanguard Morningstar Mid-Cap ETF worth $806K as of Q2 2026.
Keystone Financial Services (Nebraska) sold 146 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.48% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #33 holding.
Keystone Financial Services (Nebraska) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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