KFI
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Key Financial Inc’s Vanguard Health Care ETF VHT Stock Holding History

Key Financial Inc’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$129K Hold
431
– – 0.02% 379
2026
Q1 		$117K Hold
431
– – 0.02% 379
2025
Q4 		$124K Buy
431
+10
+2% +$2.79K 0.02% 358
2025
Q3 		$112K Buy
421
+105
+33% +$26.3K 0.02% 377
2025
Q2 		$78.5K Hold
316
– – 0.02% 417
2025
Q1 		$83.7K Hold
316
– – 0.02% 392
2024
Q4 		$80.2K Hold
316
– – 0.02% 397
2024
Q3 		$89.2K Hold
316
– – 0.02% 365
2024
Q2 		$84.1K Hold
316
– – 0.02% 364
2024
Q1 		$85.5K Hold
316
– – 0.02% 350
2023
Q4 		$79.2K Hold
316
– – 0.02% 346
2023
Q3 		$74.3K Hold
316
– – 0.03% 335
2023
Q2 		$77.4K Buy
316
+150
+90% +$36.5K 0.03% 342
2023
Q1 		$39.6K Hold
166
– – 0.01% 430
2022
Q4 		$37.1K Hold
166
– – 0.02% 405
2022
Q3 		$37K Buy
166
+54
+48% +$12.9K 0.02% 410
2022
Q2 		$27K Buy
112
+62
+124% +$14.9K 0.01% 451
2022
Q1 		$13K Hold
50
– – 0.01% 575
2021
Q4 		$13K Hold
50
– – 0.01% 553
2021
Q3 		$12K Hold
50
– – 0.01% 551
2021
Q2 		$13K Hold
50
– – 0.01% 531
2021
Q1 		$11K Hold
50
– – 0.01% 479
2020
Q4 		$11K Buy
+50
New +$10.7K 0.01% 454
2020
Q2 		– Sell
-50
Closed -$8K – 619
2020
Q1 		$8K Buy
+50
New +$9.13K 0.01% 443

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Key Financial Inc's VHT Position: Q2 2026 in Review

Key Financial Inc held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 431 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #379.

Key Financial Inc first reported a position in VHT in Q1 2020 and has held it in 24 quarters since. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Key Financial Inc held 431 shares of Vanguard Health Care ETF worth $129K as of Q2 2026.
  • Key Financial Inc left its Vanguard Health Care ETF share count unchanged in Q2 2026.
  • Vanguard Health Care ETF made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #379 holding.
  • Key Financial Inc first reported a position in Vanguard Health Care ETF in Q1 2020 and has held it in 24 quarters since.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.