Key Financial Inc’s Vanguard Energy ETF VDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$78.7K	Sell	455 -2	-0.4%	-$303	0.01%	445
2025 Q4	$57.5K	Sell	457 -1	-0.2%	-$126	0.01%	490
2025 Q3	$57.7K	Buy	458 +125	+38%	+$15.4K	0.01%	487
2025 Q2	$39.7K	Hold	333	–	–	0.01%	548
2025 Q1	$43.2K	Hold	333	–	–	0.01%	501
2024 Q4	$40.4K	Buy	333 +3	+0.9%	+$382	0.01%	512
2024 Q3	$40.4K	Hold	330	–	–	0.01%	514
2024 Q2	$42.1K	Hold	330	–	–	0.01%	491
2024 Q1	$43.5K	Hold	330	–	–	0.01%	459
2023 Q4	$38.7K	Buy	330 +54	+20%	+$6.47K	0.01%	467
2023 Q3	$35K	Buy	276 +11	+4%	+$1.35K	0.01%	463
2023 Q2	$29.9K	Hold	265	–	–	0.01%	488
2023 Q1	$30.3K	Hold	265	–	–	0.01%	462
2022 Q4	$26.9K	Hold	265	–	–	0.01%	451
2022 Q3	$27K	Hold	265	–	–	0.01%	454
2022 Q2	$27K	Buy	265 +197	+290%	+$22K	0.01%	450
2022 Q1	$7K	Hold	68	–	–	﹤0.01%	736
2021 Q4	$5K	Hold	68	–	–	﹤0.01%	731
2021 Q3	$5K	Hold	68	–	–	﹤0.01%	718
2021 Q2	$5K	Hold	68	–	–	﹤0.01%	697
2021 Q1	$5K	Hold	68	–	–	﹤0.01%	605
2020 Q4	$4K	Buy	+68	New	+$3.18K	﹤0.01%	594
2020 Q2	–	Sell	-198	Closed	-$7K	–	612
2020 Q1	$7K	Buy	+198	New	+$12.6K	0.01%	474

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Key Financial Inc reduced its Vanguard Energy ETF (VDE) stake by 0.44% in Q1 2026, selling an estimated $303 and leaving 455 shares worth $78.7K. The position accounts for 0.01% of the portfolio, ranked #445.

Key Financial Inc first reported a position in VDE in Q1 2020 and has held it in 23 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Key Financial Inc held 455 shares of Vanguard Energy ETF worth $78.7K as of Q1 2026.
Key Financial Inc sold 2 Vanguard Energy ETF shares in Q1 2026, an estimated $303.
Vanguard Energy ETF made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #445 holding.
Key Financial Inc first reported a position in Vanguard Energy ETF in Q1 2020 and has held it in 23 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

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