Keystone Financial Services
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1865158
LOVELAND, CO
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$613,940
+$9,306 QoQ
Shares Held
2,344
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $613,940 | 2,344 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $604,634 | 2,344 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $596,032 | 2,344 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $555,481 | 2,344 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $519,782 | 2,344 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $563,216 | 2,344 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $556,020 | 2,344 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $527,438 | 2,419 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $555,016 | 2,428 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $516,045 | 2,419 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $457,360 | 2,419 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $481,114 | 2,419 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $458,545 | 2,419 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $443,983 | 2,419 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $413,431 | 2,419 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $426,010 | 2,419 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $514,084 | 2,419 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $546,717 | 2,419 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||