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

Keystone Financial Services (Nebraska)’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$605K Buy
1,976
+6
+0.3% +$1.73K 0.36% 38
2026
Q1 		$507K Sell
1,970
-68
-3% -$18.7K 0.34% 38
2025
Q4 		$569K Sell
2,038
-48
-2% -$13.7K 0.39% 35
2025
Q3 		$613K Sell
2,086
-52
-2% -$15K 0.43% 35
2025
Q2 		$608K Sell
2,138
-69
-3% -$17.8K 0.46% 34
2025
Q1 		$540K Buy
2,207
+476
+27% +$124K 0.46% 33
2024
Q4 		$439K Buy
+1,731
New +$446K 0.4% 31

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Keystone Financial Services (Nebraska) increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.3% in Q2 2026, buying an estimated $1.73K and bringing the position to 1,976 shares worth $605K. The position accounts for 0.36% of the portfolio, ranked #38.

Keystone Financial Services (Nebraska) first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $613K in Q3 2025. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Keystone Financial Services (Nebraska) held 1,976 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $605K as of Q2 2026.
  • Keystone Financial Services (Nebraska) bought 6 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.73K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.36% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #38 holding.
  • Keystone Financial Services (Nebraska) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Keystone Financial Services (Nebraska)'s Vanguard Morningstar Mid-Cap Growth ETF position peaked at $613K in Q3 2025.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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