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Key Financial Inc’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Key Financial Inc’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$598K Buy
1,972
+5
+0.3% +$1.43K 0.1% 169
2026
Q1 		$515K Buy
1,967
+2
+0.1% +$541 0.09% 175
2025
Q4 		$507K Buy
1,965
+460
+31% +$118K 0.09% 173
2025
Q3 		$384K Buy
1,505
+148
+11% +$36.7K 0.07% 203
2025
Q2 		$322K Sell
1,357
-209
-13% -$46.6K 0.06% 216
2025
Q1 		$347K Buy
1,566
+38
+2% +$9.07K 0.08% 197
2024
Q4 		$367K Buy
1,528
+97
+7% +$23.9K 0.08% 180
2024
Q3 		$339K Sell
1,431
-105
-7% -$23.9K 0.08% 193
2024
Q2 		$335K Buy
1,536
+200
+15% +$43.9K 0.08% 182
2024
Q1 		$305K Hold
1,336
– – 0.08% 184
2023
Q4 		$285K Hold
1,336
– – 0.08% 184
2023
Q3 		$253K Buy
1,336
+43
+3% +$8.57K 0.09% 178
2023
Q2 		$257K Sell
1,293
-40
-3% -$7.56K 0.09% 179
2023
Q1 		$253K Buy
1,333
+1,137
+580% +$221K 0.09% 171
2022
Q4 		$33.5K Hold
196
– – 0.02% 424
2022
Q3 		$33K Buy
196
+69
+54% +$13K 0.02% 431
2022
Q2 		$23K Hold
127
– – 0.01% 483
2022
Q1 		$27K Sell
127
-223
-64% -$46.9K 0.01% 451
2021
Q4 		$79K Buy
350
+40
+13% +$9.09K 0.04% 275
2021
Q3 		$68K Hold
310
– – 0.04% 293
2021
Q2 		$69K Buy
310
+200
+182% +$44.3K 0.04% 297
2021
Q1 		$24K Buy
110
+11
+11% +$2.32K 0.02% 376
2020
Q4 		$19K Buy
+99
New +$17.5K 0.01% 382
2020
Q2 		– Sell
-271
Closed -$32K – 605
2020
Q1 		$32K Buy
+271
New +$40.7K 0.03% 270

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Key Financial Inc increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.25% in Q2 2026, buying an estimated $1.43K and bringing the position to 1,972 shares worth $598K. The position accounts for 0.1% of the portfolio, ranked #169.

Key Financial Inc first reported a position in VB in Q1 2020 and has held it in 24 quarters since. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Key Financial Inc held 1,972 shares of Vanguard Morningstar Small-Cap ETF worth $598K as of Q2 2026.
  • Key Financial Inc bought 5 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of Key Financial Inc's portfolio in Q2 2026, its #169 holding.
  • Key Financial Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 24 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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