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 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	$9.89K	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

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return