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Vanguard Value ETF shares owned by Keystone Financial Group

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Keystone Financial Group from 13F filings

Historical chart of Keystone Financial Group investment in Vanguard Value ETF

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All positions including Vanguard Value ETF 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 Value ETF by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $767k 4.1k 187.46
2025-06-30 $727k 4.1k 177.68
2025-03-31 $683k 4.1k 166.58
2024-12-31 $727k 4.3k 169.30

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 Value ETF

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Royal Bank of Canada
D.A. Davidson & Co.
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Betterment

View all funds holding Vanguard Value ETF