KFI
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Key Financial Inc’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Key Financial Inc’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86.8K Buy
791
+151
+24% +$17.6K 0.02% 426
2025
Q4 		$77.9K Hold
640
– – 0.01% 438
2025
Q3 		$77.6K Hold
640
– – 0.01% 437
2025
Q2 		$69.9K Hold
640
– – 0.01% 432
2025
Q1 		$59.4K Hold
640
– – 0.01% 449
2024
Q4 		$66.1K Hold
640
– – 0.02% 430
2024
Q3 		$61.8K Hold
640
– – 0.01% 447
2024
Q2 		$60K Hold
640
– – 0.01% 431
2024
Q1 		$55.5K Hold
640
– – 0.01% 419
2023
Q4 		$49.9K Hold
640
– – 0.01% 428
2023
Q3 		$43.8K Hold
640
– – 0.01% 429
2023
Q2 		$45.3K Hold
640
– – 0.02% 424
2023
Q1 		$40.3K Sell
640
-263
-29% -$15.6K 0.01% 425
2022
Q4 		$49K Hold
903
– – 0.02% 359
2022
Q3 		$49K Hold
903
– – 0.02% 365
2022
Q2 		$51K Buy
+903
New +$55.8K 0.03% 358

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Key Financial Inc increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 24% in Q1 2026, buying an estimated $17.6K and bringing the position to 791 shares worth $86.8K. The position accounts for 0.02% of the portfolio, ranked #426.

Key Financial Inc first reported a position in VONG in Q2 2022 and has held it in 16 quarters since. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Key Financial Inc held 791 shares of Vanguard Russell 1000 Growth ETF worth $86.8K as of Q1 2026.
  • Key Financial Inc bought 151 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $17.6K.
  • Vanguard Russell 1000 Growth ETF made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #426 holding.
  • Key Financial Inc first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

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