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Vanguard Mun Bd Fds shares owned by Keystone Financial Group

Quarter-by-quarter ownership of Vanguard Mun Bd Fds (VSDM) shares owned by Keystone Financial Group from 13F filings

Historical chart of Keystone Financial Group investment in Vanguard Mun Bd Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mun Bd Fds held by Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mun Bd Fds by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 59k 76.70
2025-06-30 $900k 12k 75.70

More positions owned by Keystone Financial Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Fb Finl (FBK)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Blackrock Etf Trust Ii Ishares Intermed (INMU)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Ishares U S Etf Tr Short Maturity M (MEAR)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr Short Treas Bd (SHV)

View all positions for Keystone Financial Group

Top funds holding Vanguard Mun Bd Fds

Verum Partners
Capital Investment Services of America
Opus Capital Group
Garrett Investment Advisors
Mills Wealth Advisors
Keystone Financial Group
von Borstel & Associates
Topsail Wealth Management
Greenwich Wealth Management
CI Private Wealth
Commonwealth Equity Services
Conservest Capital Advisors
Wayfinding Financial
CRA Financial Services
Jane Street

View all funds holding Vanguard Mun Bd Fds