KFI
VOE icon

Key Financial Inc’s Vanguard Morningstar 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
Q2 		$682K Sell
3,449
-255
-7% -$49.3K 0.11% 153
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 $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Key Financial Inc reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 6.9% in Q2 2026, selling an estimated $49.3K and leaving 3,449 shares worth $682K. The position accounts for 0.11% of the portfolio, ranked #153.

Key Financial Inc first reported a position in VOE in Q1 2020 and has held it in 26 quarters since. The position peaked at $683K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Key Financial Inc held 3,449 shares of Vanguard Morningstar Mid-Cap Value ETF worth $682K as of Q2 2026.
  • Key Financial Inc sold 255 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $49.3K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.11% of Key Financial Inc's portfolio in Q2 2026, its #153 holding.
  • Key Financial Inc first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
  • Key Financial Inc's Vanguard Morningstar Mid-Cap Value ETF position peaked at $683K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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