Keystone Financial Services, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2046033
OMAHA, NE
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$511,791
-$1,013 QoQ
Shares Held
1,954
-1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $511,791 | 1,954 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $512,804 | 1,988 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $503,728 | 1,981 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $468,509 | 1,977 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $487,628 | 2,199 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $323,657 | 1,347 | Shares | Sole | 2025-03-14 | |
| No filing history on record for this holder in this stock. | ||||||