Key Financial Inc
VOT icon

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
Q3 		$240K Hold
823
– – 0.04% 281
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

Key Financial Inc held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 823 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #281.

Key Financial Inc first reported a position in VOT in Q1 2020 and has held it in 25 quarters since. The position peaked at $262K in Q3 2025. 891 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Key Financial Inc held 823 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $240K as of Q3 2026.
  • Key Financial Inc left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Key Financial Inc's portfolio in Q3 2026, its #281 holding.
  • Key Financial Inc first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $262K in Q3 2025.
  • 891 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

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