Keystone Financial Group, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2053642
ATLANTA, GA
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$61,813
+$937 QoQ
Shares Held
236
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
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 | $61,813 | 236 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $60,876 | 236 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $60,010 | 236 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $55,927 | 236 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $71,847 | 324 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $77,850 | 324 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||