Key Financial Inc’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$93K	Hold	715	–	–	0.02%	438
2026 Q2	$94.1K	Hold	715	–	–	0.02%	434
2026 Q1	$86.4K	Hold	715	–	–	0.02%	427
2025 Q4	$95.4K	Buy	715 +32	+5%	+$4.16K	0.02%	404
2025 Q3	$88.8K	Buy	683 +292	+75%	+$37.8K	0.02%	414
2025 Q2	$49.8K	Hold	391	–	–	0.01%	492
2025 Q1	$46.7K	Hold	391	–	–	0.01%	492
2024 Q4	$46.2K	Hold	391	–	–	0.01%	492
2024 Q3	$43K	Hold	391	–	–	0.01%	501
2024 Q2	$39.1K	Hold	391	–	–	0.01%	503
2024 Q1	$40K	Hold	391	–	–	0.01%	475
2023 Q4	$36.1K	Buy	391 +50	+15%	+$4.2K	0.01%	480
2023 Q3	$27.4K	Hold	341	–	–	0.01%	500
2023 Q2	$27.7K	Buy	341 +214	+169%	+$16.8K	0.01%	508
2023 Q1	$9.9K	Buy	127 +69	+119%	+$5.84K	﹤0.01%	682
2022 Q4	$4.32K	Hold	58	–	–	﹤0.01%	816
2022 Q3	$4K	Buy	+58	New	+$4.72K	﹤0.01%	854
2020 Q2	–	Sell	-1,310	Closed	-$68K	–	616
2020 Q1	$68K	Buy	+1,310	New	+$89.2K	0.07%	193

Other funds holding VFH

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Key Financial Inc's VFH Position: Q3 2026 in Review

Key Financial Inc held its Vanguard Financials ETF (VFH) position steady in Q3 2026 at 715 shares worth $93K. The position accounts for 0.02% of the portfolio, ranked #438.

Key Financial Inc first reported a position in VFH in Q1 2020 and has held it in 18 quarters since. The position peaked at $95.4K in Q4 2025. 682 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

Key Financial Inc held 715 shares of Vanguard Financials ETF worth $93K as of Q3 2026.
Key Financial Inc left its Vanguard Financials ETF share count unchanged in Q3 2026.
Vanguard Financials ETF made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #438 holding.
Key Financial Inc first reported a position in Vanguard Financials ETF in Q1 2020 and has held it in 18 quarters since.
Key Financial Inc's Vanguard Financials ETF position peaked at $95.4K in Q4 2025.
682 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.