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Key Financial Inc’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Key Financial Inc’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.18K Sell
68
-664
-91% -$31.1K ﹤0.01% 1093
2026
Q1 		$34.4K Buy
732
+91
+14% +$4.3K 0.01% 613
2025
Q4 		$30.2K Buy
641
+361
+129% +$17K 0.01% 635
2025
Q3 		$13.1K Hold
280
– – ﹤0.01% 808
2025
Q2 		$13K Hold
280
– – ﹤0.01% 782
2025
Q1 		$13K Buy
280
+52
+23% +$2.38K ﹤0.01% 755
2024
Q4 		$10.3K Hold
228
– – ﹤0.01% 805
2024
Q3 		$10.8K Hold
228
– – ﹤0.01% 773
2024
Q2 		$10.4K Hold
228
– – ﹤0.01% 767
2024
Q1 		$10.4K Hold
228
– – ﹤0.01% 743
2023
Q4 		$10.6K Hold
228
– – ﹤0.01% 722
2023
Q3 		$9.98K Hold
228
– – ﹤0.01% 712
2023
Q2 		$10.5K Hold
228
– – ﹤0.01% 709
2023
Q1 		$10.6K Hold
228
– – ﹤0.01% 663
2022
Q4 		$10.3K Hold
228
– – ﹤0.01% 623
2022
Q3 		$10K Hold
228
– – ﹤0.01% 639
2022
Q2 		$11K Sell
228
-70
-23% -$3.37K 0.01% 615
2022
Q1 		$15K Buy
298
+70
+31% +$3.59K 0.01% 548
2021
Q4 		$12K Buy
228
+37
+19% +$1.96K 0.01% 566
2021
Q3 		$10K Hold
191
– – 0.01% 586
2021
Q2 		$10K Buy
+191
New +$10.2K 0.01% 576

Other funds holding VMBS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Key Financial Inc reduced its Vanguard Mortgage-Backed Securities ETF (VMBS) stake by 91% in Q2 2026, selling an estimated $31.1K and leaving 68 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Key Financial Inc first reported a position in VMBS in Q2 2021 and has held it in 21 quarters since. The position peaked at $34.4K in Q1 2026. 712 funds tracked by Wall St. Rank hold VMBS as of Q2 2026.

  • Key Financial Inc held 68 shares of Vanguard Mortgage-Backed Securities ETF worth $3.18K as of Q2 2026.
  • Key Financial Inc sold 664 Vanguard Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $31.1K.
  • Vanguard Mortgage-Backed Securities ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1093 holding.
  • Key Financial Inc first reported a position in Vanguard Mortgage-Backed Securities ETF in Q2 2021 and has held it in 21 quarters since.
  • Key Financial Inc's Vanguard Mortgage-Backed Securities ETF position peaked at $34.4K in Q1 2026.
  • 712 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2026.

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