KFI
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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Key Financial Inc held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 3,221 shares worth $1.92M. The position accounts for 0.34% of the portfolio, ranked #59.

Key Financial Inc first reported a position in VOO in Q1 2020 and has held it in 23 quarters since. The position peaked at $2.02M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Key Financial Inc held 3,221 shares of Vanguard S&P 500 ETF worth $1.92M as of Q1 2026.
  • Key Financial Inc left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 ETF made up 0.34% of Key Financial Inc's portfolio in Q1 2026, its #59 holding.
  • Key Financial Inc first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Vanguard S&P 500 ETF position peaked at $2.02M in Q4 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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