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

Key Financial Inc’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Buy
3,145
+87
+3% +$29.6K 0.19% 104
2026
Q1 		$924K Buy
3,058
+78
+3% +$24.5K 0.16% 114
2025
Q4 		$900K Buy
2,980
+157
+6% +$47.4K 0.16% 110
2025
Q3 		$843K Buy
2,823
+572
+25% +$165K 0.16% 120
2025
Q2 		$623K Buy
2,251
+5
+0.2% +$1.29K 0.13% 141
2025
Q1 		$565K Sell
2,246
-49
-2% -$13.6K 0.12% 149
2024
Q4 		$643K Hold
2,295
– – 0.15% 126
2024
Q3 		$614K Hold
2,295
– – 0.14% 136
2024
Q2 		$574K Buy
2,295
+16
+0.7% +$3.99K 0.14% 131
2024
Q1 		$594K Sell
2,279
-108
-5% -$26.5K 0.15% 118
2023
Q4 		$577K Hold
2,387
– – 0.16% 109
2023
Q3 		$511K Hold
2,387
– – 0.17% 103
2023
Q2 		$548K Hold
2,387
– – 0.18% 99
2023
Q1 		$517K Buy
2,387
+126
+6% +$27.2K 0.19% 99
2022
Q4 		$441K Hold
2,261
– – 0.21% 96
2022
Q3 		$441K Hold
2,261
– – 0.21% 96
2022
Q2 		$451K Hold
2,261
– – 0.24% 78
2022
Q1 		$561K Hold
2,261
– – 0.28% 65
2021
Q4 		$637K Hold
2,261
– – 0.32% 60
2021
Q3 		$633K Hold
2,261
– – 0.36% 57
2021
Q2 		$647K Hold
2,261
– – 0.36% 55
2021
Q1 		$621K Hold
2,261
– – 0.41% 50
2020
Q4 		$605K Hold
2,261
– – 0.45% 46
2020
Q3 		$486K Hold
2,261
– – 0.5% 52
2020
Q2 		$444K Buy
2,261
+38
+2% +$6.86K 0.51% 52
2020
Q1 		$338K Sell
2,223
-1,699
-43% -$315K 0.35% 55
2019
Q4 		$779K Buy
+3,922
New +$744K 0.73% 32

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Key Financial Inc increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.8% in Q2 2026, buying an estimated $29.6K and bringing the position to 3,145 shares worth $1.15M. The position accounts for 0.19% of the portfolio, ranked #104.

Key Financial Inc first reported a position in VBK in Q4 2019 and has held it in 27 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Key Financial Inc held 3,145 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.15M as of Q2 2026.
  • Key Financial Inc bought 87 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $29.6K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.19% of Key Financial Inc's portfolio in Q2 2026, its #104 holding.
  • Key Financial Inc first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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