Key Financial Inc’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Key Financial Inc’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$252K	Sell	823 -100	-11%	-$28.8K	0.04%	268
2026 Q1	$238K	Hold	923	–	–	0.04%	268
2025 Q4	$258K	Buy	923 +32	+4%	+$9.16K	0.05%	253
2025 Q3	$262K	Hold	891	–	–	0.05%	248
2025 Q2	$253K	Buy	891 +5	+0.6%	+$1.29K	0.05%	245
2025 Q1	$217K	Hold	886	–	–	0.05%	255
2024 Q4	$225K	Hold	886	–	–	0.05%	238
2024 Q3	$216K	Hold	886	–	–	0.05%	241
2024 Q2	$203K	Buy	886 +367	+71%	+$84.2K	0.05%	243
2024 Q1	$122K	Hold	519	–	–	0.03%	282
2023 Q4	$114K	Hold	519	–	–	0.03%	285
2023 Q3	$101K	Hold	519	–	–	0.03%	286
2023 Q2	$107K	Hold	519	–	–	0.04%	279
2023 Q1	$101K	Sell	519 -72	-12%	-$13.8K	0.04%	279
2022 Q4	$101K	Hold	591	–	–	0.05%	241
2022 Q3	$101K	Hold	591	–	–	0.05%	243
2022 Q2	$105K	Buy	591 +278	+89%	+$53.8K	0.06%	226
2022 Q1	$70K	Buy	313 +80	+34%	+$17.7K	0.03%	316
2021 Q4	$59K	Hold	233	–	–	0.03%	324
2021 Q3	$55K	Hold	233	–	–	0.03%	333
2021 Q2	$56K	Hold	233	–	–	0.03%	340
2021 Q1	$50K	Hold	233	–	–	0.03%	275
2020 Q4	$49K	Buy	+233	New	+$45.9K	0.04%	250
2020 Q2	–	Sell	-204	Closed	-$26K	–	628
2020 Q1	$26K	Buy	+204	New	+$31K	0.03%	303

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Key Financial Inc reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 11% in Q2 2026, selling an estimated $28.8K and leaving 823 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #268.

Key Financial Inc first reported a position in VOT in Q1 2020 and has held it in 24 quarters since. The position peaked at $262K in Q3 2025. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Key Financial Inc held 823 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $252K as of Q2 2026.
Key Financial Inc sold 100 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $28.8K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Key Financial Inc's portfolio in Q2 2026, its #268 holding.
Key Financial Inc first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $262K in Q3 2025.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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