KFI
VIS icon

Key Financial Inc’s Vanguard Industrials ETF VIS Stock Holding History

Key Financial Inc’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$443K Hold
1,228
– – 0.07% 201
2026
Q1 		$383K Sell
1,228
-1
-0.1% -$325 0.07% 210
2025
Q4 		$367K Sell
1,229
-41
-3% -$12.2K 0.07% 208
2025
Q3 		$376K Buy
1,270
+76
+6% +$22K 0.07% 206
2025
Q2 		$334K Buy
1,194
+63
+6% +$16.3K 0.07% 209
2025
Q1 		$280K Hold
1,131
– – 0.06% 221
2024
Q4 		$288K Buy
1,131
+1
+0.1% +$266 0.07% 206
2024
Q3 		$294K Hold
1,130
– – 0.06% 207
2024
Q2 		$266K Hold
1,130
– – 0.06% 207
2024
Q1 		$276K Hold
1,130
– – 0.07% 197
2023
Q4 		$249K Hold
1,130
– – 0.07% 191
2023
Q3 		$220K Buy
1,130
+20
+2% +$4.1K 0.07% 190
2023
Q2 		$228K Buy
1,110
+77
+7% +$14.7K 0.08% 191
2023
Q1 		$197K Hold
1,033
– – 0.07% 198
2022
Q4 		$163K Hold
1,033
– – 0.08% 183
2022
Q3 		$163K Hold
1,033
– – 0.08% 185
2022
Q2 		$170K Hold
1,033
– – 0.09% 169
2022
Q1 		$201K Hold
1,033
– – 0.1% 162
2021
Q4 		$210K Buy
1,033
+22
+2% +$4.4K 0.11% 153
2021
Q3 		$190K Hold
1,011
– – 0.11% 155
2021
Q2 		$200K Hold
1,011
– – 0.11% 154
2021
Q1 		$191K Hold
1,011
– – 0.13% 144
2020
Q4 		$172K Buy
+1,011
New +$162K 0.13% 135
2020
Q2 		– Sell
-1,011
Closed -$113K – 622
2020
Q1 		$113K Buy
+1,011
New +$143K 0.12% 141

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

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

Key Financial Inc held its Vanguard Industrials ETF (VIS) position steady in Q2 2026 at 1,228 shares worth $443K. The position accounts for 0.07% of the portfolio, ranked #201.

Key Financial Inc first reported a position in VIS in Q1 2020 and has held it in 24 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Key Financial Inc held 1,228 shares of Vanguard Industrials ETF worth $443K as of Q2 2026.
  • Key Financial Inc left its Vanguard Industrials ETF share count unchanged in Q2 2026.
  • Vanguard Industrials ETF made up 0.07% of Key Financial Inc's portfolio in Q2 2026, its #201 holding.
  • Key Financial Inc first reported a position in Vanguard Industrials ETF in Q1 2020 and has held it in 24 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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