KFI
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Key Financial Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Key Financial Inc’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.69M Hold
4,579
– – 0.28% 64
2026
Q1 		$1.47M Buy
4,579
+328
+8% +$110K 0.26% 73
2025
Q4 		$1.43M Sell
4,251
-69
-2% -$23K 0.26% 75
2025
Q3 		$1.42M Buy
4,320
+417
+11% +$132K 0.26% 74
2025
Q2 		$1.19M Buy
3,903
+4
+0.1% +$1.13K 0.24% 79
2025
Q1 		$1.07M Buy
3,899
+32
+0.8% +$9.3K 0.23% 75
2024
Q4 		$1.12M Buy
3,867
+19
+0.5% +$5.54K 0.25% 73
2024
Q3 		$1.09M Sell
3,848
-108
-3% -$29.5K 0.24% 73
2024
Q2 		$1.06M Sell
3,956
-39
-1% -$10.1K 0.25% 70
2024
Q1 		$1.04M Buy
3,995
+42
+1% +$10.4K 0.26% 69
2023
Q4 		$938K Hold
3,953
– – 0.26% 74
2023
Q3 		$840K Buy
3,953
+1,533
+63% +$339K 0.28% 72
2023
Q2 		$533K Sell
2,420
-1,735
-42% -$362K 0.18% 103
2023
Q1 		$848K Buy
4,155
+1,883
+83% +$377K 0.31% 63
2022
Q4 		$408K Hold
2,272
– – 0.19% 103
2022
Q3 		$408K Buy
2,272
+690
+44% +$138K 0.19% 104
2022
Q2 		$302K Sell
1,582
-285
-15% -$58.6K 0.16% 112
2022
Q1 		$425K Buy
1,867
+15
+0.8% +$3.37K 0.21% 88
2021
Q4 		$447K Hold
1,852
– – 0.22% 86
2021
Q3 		$411K Hold
1,852
– – 0.23% 86
2021
Q2 		$420K Buy
1,852
+7
+0.4% +$1.52K 0.23% 88
2021
Q1 		$381K Sell
1,845
-1,045
-36% -$211K 0.25% 82
2020
Q4 		$563K Buy
2,890
+1,291
+81% +$236K 0.42% 49
2020
Q3 		$272K Sell
1,599
-164
-9% -$27.6K 0.28% 84
2020
Q2 		$272K Buy
1,763
+205
+13% +$30.2K 0.31% 81
2020
Q1 		$204K Sell
1,558
-391
-20% -$60.5K 0.21% 90
2019
Q4 		$319K Buy
+1,949
New +$305K 0.3% 77

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Key Financial Inc held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 4,579 shares worth $1.69M. The position accounts for 0.28% of the portfolio, ranked #64.

Key Financial Inc first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Key Financial Inc held 4,579 shares of Vanguard Morningstar Total Stock Market ETF worth $1.69M as of Q2 2026.
  • Key Financial Inc left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.28% of Key Financial Inc's portfolio in Q2 2026, its #64 holding.
  • Key Financial Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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