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Vanguard Mid-Cap Value ETF shares owned by Keystone Financial Services

Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Keystone Financial Services from 13F filings

Historical chart of Keystone Financial Services investment in Vanguard Mid-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap Value ETF held by Keystone Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Keystone Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 26k 174.58
2025-06-30 $4.2M 25k 164.46
2025-03-31 $3.9M 25k 160.54
2024-12-31 $3.8M 23k 161.77

More positions owned by Keystone Financial Services

Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Putnam Etf Trust Focused Lar Cap (PVAL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Ishares Tr Core S&p500 Etf (IVV)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)
J P Morgan Exchange Traded F Income Etf (JPIE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Small Cap Cas (CALF)

View all positions for Keystone Financial Services

Top funds holding Vanguard Mid-Cap Value ETF

Morgan Stanley
Assetmark
Betterment
Wells Fargo & Company
Royal Bank of Canada
Jones Financial Companies, L.L
EP Wealth Advisors
Tiaa Trust, National Association
Pnc Financial Services
UBS Group
Envestnet Asset Management
Stephens Group Asset Management
LPL Financial
Ameriprise Financial
FMR

View all funds holding Vanguard Mid-Cap Value ETF