KFI
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Key Financial Inc’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Key Financial Inc’s Portfolio VTC Stock Details VTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$105K Hold
1,373
– – 0.02% 399
2025
Q4 		$107K Sell
1,373
-2,647
-66% -$207K 0.02% 383
2025
Q3 		$315K Buy
+4,020
New +$311K 0.06% 228

Other funds holding VTC

NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NDSIB
North Dakota State Investment Board Bismarck, North Dakota $2.31B AUM
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Key Financial Inc held its Vanguard Total Corporate Bond ETF (VTC) position steady in Q1 2026 at 1,373 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #399.

Key Financial Inc first reported a position in VTC in Q3 2025 and has held it in 3 quarters since. The position peaked at $315K in Q3 2025. 139 funds tracked by Wall St. Rank hold VTC as of Q1 2026.

  • Key Financial Inc held 1,373 shares of Vanguard Total Corporate Bond ETF worth $105K as of Q1 2026.
  • Key Financial Inc left its Vanguard Total Corporate Bond ETF share count unchanged in Q1 2026.
  • Vanguard Total Corporate Bond ETF made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #399 holding.
  • Key Financial Inc first reported a position in Vanguard Total Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Key Financial Inc's Vanguard Total Corporate Bond ETF position peaked at $315K in Q3 2025.
  • 139 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q1 2026.

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