Key Financial Inc
VOO icon

Key Financial Inc’s Vanguard S&P 500 ETF VOO Stock Holding History

Key Financial Inc’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.98M Sell
2,818
-432
-13% -$302K 0.32% 55
2026
Q2 		$2.23M Buy
3,250
+29
+0.9% +$19.3K 0.37% 50
2026
Q1 		$1.92M Hold
3,221
– – 0.34% 59
2025
Q4 		$2.02M Buy
3,221
+327
+11% +$203K 0.37% 55
2025
Q3 		$1.78M Buy
2,894
+1,309
+83% +$772K 0.33% 58
2025
Q2 		$900K Sell
1,585
-91
-5% -$47.8K 0.18% 107
2025
Q1 		$861K Buy
1,676
+612
+58% +$331K 0.19% 99
2024
Q4 		$573K Buy
1,064
+122
+13% +$66.1K 0.13% 137
2024
Q3 		$497K Hold
942
– – 0.11% 157
2024
Q2 		$471K Buy
942
+62
+7% +$29.8K 0.11% 148
2024
Q1 		$423K Sell
880
-74
-8% -$33.9K 0.11% 154
2023
Q4 		$417K Sell
954
-13
-1% -$5.32K 0.11% 148
2023
Q3 		$380K Buy
967
+33
+4% +$13.5K 0.13% 136
2023
Q2 		$380K Buy
934
+95
+11% +$36.6K 0.13% 139
2023
Q1 		$316K Buy
839
+43
+5% +$15.8K 0.12% 149
2022
Q4 		$261K Hold
796
– – 0.12% 138
2022
Q3 		$261K Hold
796
– – 0.12% 140
2022
Q2 		$279K Buy
796
+555
+230% +$209K 0.15% 118
2022
Q1 		$100K Sell
241
-57
-19% -$23.3K 0.05% 246
2021
Q4 		$130K Sell
298
-15
-5% -$6.33K 0.07% 197
2021
Q3 		$123K Hold
313
– – 0.07% 196
2021
Q2 		$126K Buy
313
+65
+26% +$25K 0.07% 197
2021
Q1 		$90K Hold
248
– – 0.06% 203
2020
Q4 		$85K Buy
+248
New +$80.8K 0.06% 192
2020
Q2 		– Sell
-233
Closed -$56K – 627
2020
Q1 		$56K Buy
+233
New +$65.3K 0.06% 203

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Key Financial Inc reduced its Vanguard S&P 500 ETF (VOO) stake by 13% in Q3 2026, selling an estimated $302K and leaving 2,818 shares worth $1.98M. The position accounts for 0.32% of the portfolio, ranked #55.

Key Financial Inc first reported a position in VOO in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.23M in Q2 2026. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Key Financial Inc held 2,818 shares of Vanguard S&P 500 ETF worth $1.98M as of Q3 2026.
  • Key Financial Inc sold 432 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $302K.
  • Vanguard S&P 500 ETF made up 0.32% of Key Financial Inc's portfolio in Q3 2026, its #55 holding.
  • Key Financial Inc first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Vanguard S&P 500 ETF position peaked at $2.23M in Q2 2026.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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