Key Financial Inc’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$101K	Hold	737	–	–	0.02%	423
2026 Q1	$84.6K	Buy	737 +676	+1,108%	+$79.3K	0.02%	431
2025 Q4	$6.77K	Hold	61	–	–	﹤0.01%	974
2025 Q3	$6.76K	Hold	61	–	–	﹤0.01%	972
2025 Q2	$6.17K	Hold	61	–	–	﹤0.01%	985
2025 Q1	$5.89K	Hold	61	–	–	﹤0.01%	954
2024 Q4	$6.47K	Hold	61	–	–	﹤0.01%	917
2024 Q3	$6.6K	Hold	61	–	–	﹤0.01%	901
2024 Q2	$5.99K	Hold	61	–	–	﹤0.01%	911
2024 Q1	$6.19K	Hold	61	–	–	﹤0.01%	879
2023 Q4	$6.05K	Hold	61	–	–	﹤0.01%	868
2023 Q3	$5.33K	Sell	61 -44	-42%	-$4.05K	﹤0.01%	885
2023 Q2	$9.65K	Buy	105 +61	+139%	+$5.34K	﹤0.01%	739
2023 Q1	$3.91K	Hold	44	–	–	﹤0.01%	855
2022 Q4	$3.55K	Hold	44	–	–	﹤0.01%	853
2022 Q3	$4K	Buy	+44	New	+$3.94K	﹤0.01%	855

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Key Financial Inc held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 737 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #423.

Key Financial Inc first reported a position in VIOO in Q3 2022 and has held it in 16 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Key Financial Inc held 737 shares of Vanguard S&P Small-Cap 600 ETF worth $101K as of Q2 2026.
Key Financial Inc left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #423 holding.
Key Financial Inc first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2022 and has held it in 16 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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