Key Financial Inc’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.42M Sell
22,127
-440
-2% -$29K 0.25% 78
2025
Q4
$1.41M Buy
22,567
+1,025
+5% +$62.8K 0.26% 77
2025
Q3
$1.3M Buy
21,542
+2,498
+13% +$146K 0.24% 80
2025
Q2
$1.09M Buy
19,044
+2,529
+15% +$135K 0.22% 86
2025
Q1
$839K Buy
16,515
+493
+3% +$24.9K 0.18% 104
2024
Q4
$766K Buy
16,022
+1,274
+9% +$64K 0.17% 109
2024
Q3
$779K Hold
14,748
0.17% 106
2024
Q2
$729K Hold
14,748
0.17% 102
2024
Q1
$740K Buy
14,748
+4
+0% +$193 0.19% 98
2023
Q4
$706K Hold
14,744
0.19% 96
2023
Q3
$645K Sell
14,744
-305
-2% -$14K 0.22% 89
2023
Q2
$695K Sell
15,049
-3,435
-19% -$158K 0.23% 85
2023
Q1
$835K Buy
18,484
+14,633
+380% +$652K 0.3% 67
2022
Q4
$140K Hold
3,851
0.07% 207
2022
Q3
$140K Buy
3,851
+2,220
+136% +$90.5K 0.07% 209
2022
Q2
$67K Hold
1,631
0.04% 309
2022
Q1
$78K Buy
1,631
+208
+15% +$10.1K 0.04% 300
2021
Q4
$73K Sell
1,423
-46
-3% -$2.36K 0.04% 290
2021
Q3
$74K Hold
1,469
0.04% 274
2021
Q2
$76K Buy
1,469
+86
+6% +$4.44K 0.04% 280
2021
Q1
$68K Sell
1,383
-1,453
-51% -$71K 0.04% 233
2020
Q4
$134K Buy
+2,836
New +$125K 0.1% 158
2020
Q2
Sell
-1,438
Closed -$48K 611
2020
Q1
$48K Buy
+1,438
New +$57.7K 0.05% 221

Other funds holding VEA

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

Key Financial Inc reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.9% in Q1 2026, selling an estimated $29K and leaving 22,127 shares worth $1.42M. The position accounts for 0.25% of the portfolio, ranked #78.

Key Financial Inc first reported a position in VEA in Q1 2020 and has held it in 23 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Key Financial Inc held 22,127 shares of Vanguard FTSE Developed Markets ETF worth $1.42M as of Q1 2026.
  • Key Financial Inc sold 440 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $29K.
  • Vanguard FTSE Developed Markets ETF made up 0.25% of Key Financial Inc's portfolio in Q1 2026, its #78 holding.
  • Key Financial Inc first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2020 and has held it in 23 quarters since.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

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