KFI
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Key Financial Inc’s Vanguard Information Technology ETF VGT Stock Holding History

Key Financial Inc’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.39M Buy
15,992
+480
+3% +$44.2K 0.25% 79
2025
Q4 		$1.46M Sell
15,512
-728
-4% -$69.2K 0.27% 70
2025
Q3 		$1.53M Buy
16,240
+984
+6% +$86K 0.28% 67
2025
Q2 		$1.26M Buy
15,256
+744
+5% +$54.1K 0.25% 75
2025
Q1 		$984K Sell
14,512
-24
-0.2% -$1.81K 0.21% 80
2024
Q4 		$1.13M Hold
14,536
– – 0.26% 71
2024
Q3 		$1.07M Hold
14,536
– – 0.24% 76
2024
Q2 		$1.05M Hold
14,536
– – 0.25% 71
2024
Q1 		$953K Buy
14,536
+56
+0.4% +$3.55K 0.24% 75
2023
Q4 		$876K Hold
14,480
– – 0.24% 81
2023
Q3 		$751K Buy
14,480
+272
+2% +$14.8K 0.25% 78
2023
Q2 		$785K Buy
14,208
+64
+0.5% +$3.21K 0.26% 74
2023
Q1 		$682K Hold
14,144
– – 0.25% 77
2022
Q4 		$543K Hold
14,144
– – 0.26% 75
2022
Q3 		$543K Buy
14,144
+200
+1% +$8.79K 0.26% 75
2022
Q2 		$571K Buy
13,944
+824
+6% +$37.1K 0.31% 61
2022
Q1 		$683K Hold
13,120
– – 0.34% 53
2021
Q4 		$751K Buy
13,120
+240
+2% +$13.2K 0.38% 52
2021
Q3 		$646K Hold
12,880
– – 0.37% 55
2021
Q2 		$664K Buy
12,880
+120
+0.9% +$5.66K 0.37% 53
2021
Q1 		$572K Hold
12,760
– – 0.38% 56
2020
Q4 		$564K Buy
12,760
+1,432
+13% +$58.9K 0.42% 48
2020
Q3 		$441K Hold
11,328
– – 0.45% 55
2020
Q2 		$388K Hold
11,328
– – 0.44% 56
2020
Q1 		$306K Hold
11,328
– – 0.31% 60
2019
Q4 		$347K Buy
+11,328
New +$324K 0.33% 71

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Key Financial Inc increased its Vanguard Information Technology ETF (VGT) stake by 3.1% in Q1 2026, buying an estimated $44.2K and bringing the position to 15,992 shares worth $1.39M. The position accounts for 0.25% of the portfolio, ranked #79.

Key Financial Inc first reported a position in VGT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.53M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Key Financial Inc held 15,992 shares of Vanguard Information Technology ETF worth $1.39M as of Q1 2026.
  • Key Financial Inc bought 480 Vanguard Information Technology ETF shares in Q1 2026, an estimated $44.2K.
  • Vanguard Information Technology ETF made up 0.25% of Key Financial Inc's portfolio in Q1 2026, its #79 holding.
  • Key Financial Inc first reported a position in Vanguard Information Technology ETF in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's Vanguard Information Technology ETF position peaked at $1.53M in Q3 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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