Key Financial Inc’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$239K	Sell	1,636 -4	-0.2%	-$605	0.04%	267
2025 Q4	$235K	Hold	1,640	–	–	0.04%	264
2025 Q3	$235K	Buy	1,640 +17	+1%	+$2.35K	0.04%	267
2025 Q2	$218K	Buy	1,623 +130	+9%	+$16K	0.04%	263
2025 Q1	$173K	Hold	1,493	–	–	0.04%	287
2024 Q4	$171K	Buy	1,493 +4	+0.3%	+$481	0.04%	272
2024 Q3	$188K	Hold	1,489	–	–	0.04%	259
2024 Q2	$175K	Hold	1,489	–	–	0.04%	259
2024 Q1	$174K	Hold	1,489	–	–	0.04%	245
2023 Q4	$171K	Hold	1,489	–	–	0.05%	235
2023 Q3	$158K	Hold	1,489	–	–	0.05%	229
2023 Q2	$165K	Hold	1,489	–	–	0.05%	229
2023 Q1	$163K	Buy	1,489 +998	+203%	+$108K	0.06%	227
2022 Q4	$45.6K	Hold	491	–	–	0.02%	374
2022 Q3	$46K	Hold	491	–	–	0.02%	378
2022 Q2	$51K	Hold	491	–	–	0.03%	359
2022 Q1	$61K	Buy	491 +480	+4,364%	+$60.2K	0.03%	334
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	928
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	894
2021 Q2	$2K	Hold	11	–	–	﹤0.01%	793
2021 Q1	$1K	Buy	+11	New	+$1.39K	﹤0.01%	754

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Key Financial Inc reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.24% in Q1 2026, selling an estimated $605 and leaving 1,636 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #267.

Key Financial Inc first reported a position in VSS in Q1 2021 and has held it in 21 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Key Financial Inc held 1,636 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $239K as of Q1 2026.
Key Financial Inc sold 4 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $605.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.04% of Key Financial Inc's portfolio in Q1 2026, its #267 holding.
Key Financial Inc first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2021 and has held it in 21 quarters since.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

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