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Key Financial Inc’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Key Financial Inc’s Portfolio VGLT Stock Details VGLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8
Closed -$446 – 1470
2025
Q4 		$446 Hold
8
– – ﹤0.01% 1338
2025
Q3 		$454 Hold
8
– – ﹤0.01% 1350
2025
Q2 		$449 Hold
8
– – ﹤0.01% 1338
2025
Q1 		$461 Hold
8
– – ﹤0.01% 1294
2024
Q4 		$443 Buy
+8
New +$464 ﹤0.01% 1298

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VOYA Investment Management
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NL
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Key Financial Inc sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q1 2026, closing a stake of 8 shares — an estimated $446 sold.

Key Financial Inc first reported a position in VGLT in Q4 2024 and held it in 5 quarters. The position peaked at $461 in Q1 2025. 429 funds tracked by Wall St. Rank hold VGLT as of Q1 2026.

  • Key Financial Inc reported no remaining Vanguard Long-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Key Financial Inc sold 8 Vanguard Long-Term Treasury ETF shares in Q1 2026, an estimated $446.
  • Key Financial Inc first reported a position in Vanguard Long-Term Treasury ETF in Q4 2024 and held it in 5 quarters.
  • Key Financial Inc's Vanguard Long-Term Treasury ETF position peaked at $461 in Q1 2025.
  • 429 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q1 2026.

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