Key Financial Inc’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$78.2K	Buy	644 +10	+2%	+$1.14K	0.01%	464
2026 Q1	$63.5K	Hold	634	–	–	0.01%	484
2025 Q4	$63.1K	Hold	634	–	–	0.01%	477
2025 Q3	$62.2K	Hold	634	–	–	0.01%	476
2025 Q2	$55.3K	Hold	634	–	–	0.01%	470
2025 Q1	$51.1K	Buy	634 +227	+56%	+$19.9K	0.01%	479
2024 Q4	$36.4K	Buy	407 +392	+2,613%	+$36.2K	0.01%	533
2024 Q3	$1.34K	Hold	15	–	–	﹤0.01%	1155
2024 Q2	$1.23K	Hold	15	–	–	﹤0.01%	1160
2024 Q1	$1.28K	Hold	15	–	–	﹤0.01%	1152
2023 Q4	$1.22K	Hold	15	–	–	﹤0.01%	1156
2023 Q3	$1.07K	Hold	15	–	–	﹤0.01%	1181
2023 Q2	$1.13K	Hold	15	–	–	﹤0.01%	1228
2023 Q1	$1.08K	Hold	15	–	–	﹤0.01%	1024
2022 Q4	$999	Hold	15	–	–	﹤0.01%	1034
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	1088
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	1065
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	1046
2021 Q4	$1K	Buy	+15	New	+$1.37K	﹤0.01%	930

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Key Financial Inc increased its Vanguard Russell 2000 ETF (VTWO) stake by 1.6% in Q2 2026, buying an estimated $1.14K and bringing the position to 644 shares worth $78.2K. The position accounts for 0.01% of the portfolio, ranked #464.

Key Financial Inc first reported a position in VTWO in Q4 2021 and has held it in 19 quarters since. 743 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Key Financial Inc held 644 shares of Vanguard Russell 2000 ETF worth $78.2K as of Q2 2026.
Key Financial Inc bought 10 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $1.14K.
Vanguard Russell 2000 ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #464 holding.
Key Financial Inc first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
743 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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