Keystone Financial Group

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1729299 LEXINGTON, KY

Position in VIG

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

Position Value

$7,058,054

-$151,609 QoQ

Shares Held

32,819

+0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.93%

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	$7,058,054	32,819	+0.0%	Shares	Sole	2026-05-13
2025-12-31	$7,209,663	32,804	-3.2%	Shares	Sole	2026-02-06
2025-09-30	$7,310,317	33,877	+10.2%	Shares	Sole	2025-11-17
2025-06-30	$6,293,602	30,750	+2.4%	Shares	Sole	2025-08-13
2025-03-31	$5,827,459	30,040	-3.6%	Shares	Sole	2025-05-13
2024-12-31	$6,103,825	31,169	+0.5%	Shares	Sole	2025-02-13
2024-09-30	$6,143,821	31,020	+8.4%	Shares	Sole	2025-02-19
2024-03-31	$5,227,576	28,627	+4.0%	Shares	Sole	2024-05-08
2023-12-31	$4,691,623	27,533	+2.3%	Shares	Sole	2024-02-14
2023-09-30	$4,180,032	26,902	+2.5%	Shares	Sole	2023-11-06
2023-06-30	$4,262,650	26,243	+4.4%	Shares	Sole	2023-08-07
2022-12-31	$3,818,268	25,145	-0.6%	Shares	Sole	2023-02-07
2022-09-30	$3,417,926	25,288	-2.0%	Shares	Sole	2022-11-10
2022-06-30	$3,703,964	25,817	+1.2%	Shares	Sole	2022-08-05
2022-03-31	$4,135,404	25,502	+3.8%	Shares	Sole	2022-05-13
2021-12-31	$4,218,867	24,564	+4.0%	Shares	Sole	2022-02-11
2021-09-30	$3,628,339	23,622	+3.0%	Shares	Sole	2021-11-12
2021-06-30	$3,550,727	22,939	+4.2%	Shares	Sole	2021-08-13
2021-03-31	$3,236,495	22,005	+15.9%	Shares	Sole	2021-05-11
2020-12-31	$2,679,971	18,984	+20.2%	Shares	Sole	2021-02-10
2020-09-30	$2,032,699	15,799	+0.7%	Shares	Sole	2020-11-13
2020-06-30	$1,837,968	15,685	-1.3%	Shares	Sole	2020-08-13
2020-03-31	$1,642,556	15,887	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.