Keystone Financial Group, Inc.
Position in VCRM — Vanguard Core Tax-Exempt Bond ETF
CIK 2053642
ATLANTA, GA
Position in VCRM
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$4,483,524
+$2,066,040 QoQ
Shares Held
59,661
+86.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VCRM Over Time
Shares Held
Position Value (USD)
All Filings in VCRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,483,524 | 59,661 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,417,484 | 31,990 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,745,950 | 23,202 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||