Keystone Financial Group

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1729299 LEXINGTON, KY

Position in VB

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$5,528,083

+$144,925 QoQ

Shares Held

21,106

+1.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,528,083	21,106	+1.1%	Shares	Sole	2026-05-13
2025-12-31	$5,383,158	20,869	+3.6%	Shares	Sole	2026-02-06
2025-09-30	$5,120,690	20,138	+0.5%	Shares	Sole	2025-11-17
2025-06-30	$4,746,235	20,028	-0.4%	Shares	Sole	2025-08-13
2025-03-31	$4,459,614	20,111	-0.6%	Shares	Sole	2025-05-13
2024-12-31	$4,861,104	20,231	+2.8%	Shares	Sole	2025-02-13
2024-09-30	$4,669,716	19,686	+12.1%	Shares	Sole	2025-02-19
2024-03-31	$4,014,497	17,562	+3.0%	Shares	Sole	2024-05-08
2023-12-31	$3,638,983	17,058	+1.5%	Shares	Sole	2024-02-14
2023-09-30	$3,176,376	16,800	+2.8%	Shares	Sole	2023-11-06
2023-06-30	$3,251,652	16,349	+12.4%	Shares	Sole	2023-08-07
2022-12-31	$2,669,405	14,544	+0.5%	Shares	Sole	2023-02-07
2022-09-30	$2,473,751	14,474	-0.7%	Shares	Sole	2022-11-10
2022-06-30	$2,565,746	14,569	+2.8%	Shares	Sole	2022-08-05
2022-03-31	$3,012,471	14,175	+8.2%	Shares	Sole	2022-05-13
2021-12-31	$2,959,600	13,095	+13.1%	Shares	Sole	2022-02-11
2021-09-30	$2,532,854	11,583	+4.0%	Shares	Sole	2021-11-12
2021-06-30	$2,508,042	11,133	+4.3%	Shares	Sole	2021-08-13
2021-03-31	$2,285,089	10,674	+33.2%	Shares	Sole	2021-05-11
2020-12-31	$1,560,554	8,016	-5.3%	Shares	Sole	2021-02-10
2020-09-30	$1,301,763	8,464	-0.5%	Shares	Sole	2020-11-13
2020-06-30	$1,239,931	8,509	-5.2%	Shares	Sole	2020-08-13
2020-03-31	$1,035,843	8,973	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.