Keystone Global Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Keystone Global Partners’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 Q1	–	Sell	-21,724	Closed	-$1.58M	–	57
2025 Q4	$1.58M	Sell	21,724 -2,268	-9%	-$165K	0.69%	29
2025 Q3	$1.76M	Sell	23,992 -4,248	-15%	-$305K	0.9%	27
2025 Q2	$1.98M	Sell	28,240 -136	-0.5%	-$8.93K	1.08%	27
2025 Q1	$1.83M	Buy	+28,376	New	+$1.9M	1.29%	22

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Keystone Global Partners's VO Position: Q1 2026 in Review

Keystone Global Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2026, closing a stake of 21,724 shares — an estimated $1.58M sold.

Keystone Global Partners first reported a position in VO in Q1 2025 and held it in 4 quarters. The position peaked at $1.98M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Keystone Global Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Keystone Global Partners sold 21,724 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $1.58M.
Keystone Global Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and held it in 4 quarters.
Keystone Global Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $1.98M in Q2 2025.
2,398 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

Based on Keystone Global Partners's 13F filing for Q1 2026, filed 24 Apr 2026.