Key Financial Inc
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Key Financial Inc’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Key Financial Inc’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$277K Sell
3,527
-78
-2% -$6.34K 0.05% 259
2026
Q2 		$290K Sell
3,605
-155
-4% -$12K 0.05% 248
2026
Q1 		$270K Sell
3,760
-620
-14% -$46.1K 0.05% 252
2025
Q4 		$318K Buy
4,380
+968
+28% +$70.4K 0.06% 230
2025
Q3 		$250K Buy
3,412
+380
+13% +$27.3K 0.05% 255
2025
Q2 		$212K Buy
3,032
+152
+5% +$10K 0.04% 267
2025
Q1 		$186K Buy
2,880
+368
+15% +$24.7K 0.04% 276
2024
Q4 		$166K Sell
2,512
-200
-7% -$13.6K 0.04% 279
2024
Q3 		$179K Hold
2,712
– – 0.04% 264
2024
Q2 		$164K Buy
2,712
+96
+4% +$5.83K 0.04% 266
2024
Q1 		$164K Buy
2,616
+260
+11% +$15.4K 0.04% 251
2023
Q4 		$137K Sell
2,356
-1,488
-39% -$79.5K 0.04% 253
2023
Q3 		$200K Buy
3,844
+4
+0.1% +$219 0.07% 203
2023
Q2 		$211K Buy
3,840
+636
+20% +$33.3K 0.07% 201
2023
Q1 		$169K Buy
3,204
+520
+19% +$27.7K 0.06% 217
2022
Q4 		$126K Hold
2,684
– – 0.06% 222
2022
Q3 		$126K Buy
2,684
+312
+13% +$16.3K 0.06% 225
2022
Q2 		$118K Buy
2,372
+1,300
+121% +$70.2K 0.06% 215
2022
Q1 		$64K Buy
1,072
+204
+24% +$12K 0.03% 330
2021
Q4 		$55K Hold
868
– – 0.03% 341
2021
Q3 		$51K Hold
868
– – 0.03% 342
2021
Q2 		$52K Buy
868
+80
+10% +$4.64K 0.03% 351
2021
Q1 		$44K Buy
788
+92
+13% +$4.99K 0.03% 298
2020
Q4 		$36K Buy
+696
New +$33.7K 0.03% 299
2020
Q2 		– Sell
-1,328
Closed -$45K – 626
2020
Q1 		$45K Buy
+1,328
New +$55K 0.05% 229

Other funds holding VO

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Key Financial Inc's VO Position: Q3 2026 in Review

Key Financial Inc reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.2% in Q3 2026, selling an estimated $6.34K and leaving 3,527 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #259.

Key Financial Inc first reported a position in VO in Q1 2020 and has held it in 25 quarters since. The position peaked at $318K in Q4 2025. 1,850 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Key Financial Inc held 3,527 shares of Vanguard Morningstar Mid-Cap ETF worth $277K as of Q3 2026.
  • Key Financial Inc sold 78 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $6.34K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.05% of Key Financial Inc's portfolio in Q3 2026, its #259 holding.
  • Key Financial Inc first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Vanguard Morningstar Mid-Cap ETF position peaked at $318K in Q4 2025.
  • 1,850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.