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

Key Financial Inc’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.43K	Hold	57	–	–	﹤0.01%	943
2026 Q1	$6.52K	Hold	57	–	–	﹤0.01%	977
2025 Q4	$6.37K	Hold	57	–	–	﹤0.01%	985
2025 Q3	$6.31K	Hold	57	–	–	﹤0.01%	989
2025 Q2	$5.98K	Hold	57	–	–	﹤0.01%	996
2025 Q1	$5.63K	Hold	57	–	–	﹤0.01%	964
2024 Q4	$6.01K	Hold	57	–	–	﹤0.01%	935
2024 Q3	$6.02K	Hold	57	–	–	﹤0.01%	932
2024 Q2	$5.65K	Hold	57	–	–	﹤0.01%	928
2024 Q1	$5.87K	Hold	57	–	–	﹤0.01%	897
2023 Q4	$5.36K	Hold	57	–	–	﹤0.01%	907
2023 Q3	$4.82K	Hold	57	–	–	﹤0.01%	918
2023 Q2	$5.05K	Buy	+57	New	+$4.8K	﹤0.01%	931

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Key Financial Inc's IVOO Position: Q2 2026 in Review

Key Financial Inc held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 57 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Key Financial Inc first reported a position in IVOO in Q2 2023 and has held it in 13 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Key Financial Inc held 57 shares of Vanguard S&P Mid-Cap 400 ETF worth $7.43K as of Q2 2026.
Key Financial Inc left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #943 holding.
Key Financial Inc first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2023 and has held it in 13 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.