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Key Financial Inc’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Key Financial Inc’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$683K Hold
3,704
– – 0.12% 152
2025
Q4 		$657K Buy
3,704
+70
+2% +$12.3K 0.12% 145
2025
Q3 		$633K Hold
3,634
– – 0.12% 150
2025
Q2 		$598K Buy
3,634
+16
+0.4% +$2.53K 0.12% 147
2025
Q1 		$581K Hold
3,618
– – 0.13% 143
2024
Q4 		$585K Sell
3,618
-16
-0.4% -$2.7K 0.13% 135
2024
Q3 		$609K Sell
3,634
-75
-2% -$11.9K 0.13% 139
2024
Q2 		$558K Hold
3,709
– – 0.13% 136
2024
Q1 		$578K Hold
3,709
– – 0.15% 122
2023
Q4 		$538K Sell
3,709
-131
-3% -$17.6K 0.15% 116
2023
Q3 		$503K Buy
3,840
+34
+0.9% +$4.71K 0.17% 105
2023
Q2 		$527K Hold
3,806
– – 0.17% 104
2023
Q1 		$510K Buy
3,806
+282
+8% +$39.1K 0.19% 100
2022
Q4 		$429K Hold
3,524
– – 0.2% 99
2022
Q3 		$429K Sell
3,524
-313
-8% -$42.4K 0.2% 99
2022
Q2 		$504K Hold
3,837
– – 0.27% 72
2022
Q1 		$574K Buy
3,837
+131
+4% +$19.3K 0.29% 64
2021
Q4 		$557K Hold
3,706
– – 0.28% 68
2021
Q3 		$517K Hold
3,706
– – 0.29% 67
2021
Q2 		$523K Buy
3,706
+75
+2% +$10.6K 0.29% 68
2021
Q1 		$490K Hold
3,631
– – 0.32% 67
2020
Q4 		$432K Hold
3,631
– – 0.32% 64
2020
Q3 		$368K Buy
3,631
+581
+19% +$58.9K 0.38% 65
2020
Q2 		$288K Hold
3,050
– – 0.33% 76
2020
Q1 		$254K Buy
+3,050
New +$328K 0.26% 76

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Key Financial Inc's VOE Position: Q1 2026 in Review

Key Financial Inc held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 3,704 shares worth $683K. The position accounts for 0.12% of the portfolio, ranked #152.

Key Financial Inc first reported a position in VOE in Q1 2020 and has held it in 25 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Key Financial Inc held 3,704 shares of Vanguard Mid-Cap Value ETF worth $683K as of Q1 2026.
  • Key Financial Inc left its Vanguard Mid-Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap Value ETF made up 0.12% of Key Financial Inc's portfolio in Q1 2026, its #152 holding.
  • Key Financial Inc first reported a position in Vanguard Mid-Cap Value ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.