Key Financial Inc
VONG icon

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
Q3 		$102K Hold
791
– – 0.02% 421
2026
Q2 		$101K Hold
791
– – 0.02% 424
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 		$40.2K 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Key Financial Inc held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q3 2026 at 791 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #421.

Key Financial Inc first reported a position in VONG in Q2 2022 and has held it in 18 quarters since. 849 funds tracked by Wall St. Rank hold VONG as of Q3 2026.

  • Key Financial Inc held 791 shares of Vanguard Russell 1000 Growth ETF worth $102K as of Q3 2026.
  • Key Financial Inc left its Vanguard Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • Vanguard Russell 1000 Growth ETF made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #421 holding.
  • Key Financial Inc first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • 849 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2026.

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