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

Keystone Financial Services (Nebraska)’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.53M Sell
22,905
-3,480
-13% -$673K 2.72% 11
2026
Q1 		$4.86M Buy
26,385
+224
+0.9% +$41.8K 3.27% 8
2025
Q4 		$4.64M Buy
26,161
+503
+2% +$88K 3.16% 8
2025
Q3 		$4.48M Buy
25,658
+404
+2% +$68.7K 3.14% 9
2025
Q2 		$4.15M Buy
25,254
+771
+3% +$122K 3.16% 10
2025
Q1 		$3.93M Buy
24,483
+1,289
+6% +$211K 3.33% 10
2024
Q4 		$3.75M Buy
+23,194
New +$3.91M 3.44% 9

Other funds holding VOE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

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

Keystone Financial Services (Nebraska) reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 13% in Q2 2026, selling an estimated $673K and leaving 22,905 shares worth $4.53M. The position accounts for 2.72% of the portfolio, ranked #11.

Keystone Financial Services (Nebraska) first reported a position in VOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.86M in Q1 2026. 624 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Keystone Financial Services (Nebraska) held 22,905 shares of Vanguard Morningstar Mid-Cap Value ETF worth $4.53M as of Q2 2026.
  • Keystone Financial Services (Nebraska) sold 3,480 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $673K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 2.72% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #11 holding.
  • Keystone Financial Services (Nebraska) first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Keystone Financial Services (Nebraska)'s Vanguard Morningstar Mid-Cap Value ETF position peaked at $4.86M in Q1 2026.
  • 624 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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