KFI
IVOG icon

Key Financial Inc’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Key Financial Inc’s Portfolio IVOG Stock Details IVOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.5K Hold
356
– – 0.01% 556
2025
Q4 		$42.8K Hold
356
– – 0.01% 551
2025
Q3 		$42.6K Hold
356
– – 0.01% 557
2025
Q2 		$40.2K Hold
356
– – 0.01% 543
2025
Q1 		$36.7K Hold
356
– – 0.01% 530
2024
Q4 		$40.1K Hold
356
– – 0.01% 516
2024
Q3 		$40.8K Hold
356
– – 0.01% 511
2024
Q2 		$39K Hold
356
– – 0.01% 504
2024
Q1 		$40.4K Buy
+356
New +$36.8K 0.01% 473

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Key Financial Inc's IVOG Position: Q1 2026 in Review

Key Financial Inc held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q1 2026 at 356 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #556.

Key Financial Inc first reported a position in IVOG in Q1 2024 and has held it in 9 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

  • Key Financial Inc held 356 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $44.5K as of Q1 2026.
  • Key Financial Inc left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #556 holding.
  • Key Financial Inc first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.