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
Q2 		– Sell
-1,373
Closed -$105K – 1454
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

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CAAS
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AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MML Investors Services
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Key Financial Inc sold out of Vanguard Total Corporate Bond ETF (VTC) in Q2 2026, closing a stake of 1,373 shares — an estimated $105K sold.

Key Financial Inc first reported a position in VTC in Q3 2025 and held it in 3 quarters. The position peaked at $315K in Q3 2025. 147 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

  • Key Financial Inc reported no remaining Vanguard Total Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Key Financial Inc sold 1,373 Vanguard Total Corporate Bond ETF shares in Q2 2026, an estimated $105K.
  • Key Financial Inc first reported a position in Vanguard Total Corporate Bond ETF in Q3 2025 and held it in 3 quarters.
  • Key Financial Inc's Vanguard Total Corporate Bond ETF position peaked at $315K in Q3 2025.
  • 147 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

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