KFI
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Key Financial Inc’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Key Financial Inc’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.85M Sell
33,068
-94
-0.3% -$7.91K 0.47% 44
2026
Q1 		$2.41M Buy
33,162
+1,164
+4% +$90.6K 0.43% 48
2025
Q4 		$2.6M Buy
31,998
+438
+1% +$35.5K 0.47% 48
2025
Q3 		$2.53M Buy
31,560
+4,308
+16% +$329K 0.47% 45
2025
Q2 		$1.99M Sell
27,252
-234
-0.9% -$15.4K 0.4% 50
2025
Q1 		$1.7M Buy
27,486
+234
+0.9% +$15.8K 0.37% 56
2024
Q4 		$1.86M Buy
27,252
+42
+0.2% +$2.82K 0.42% 48
2024
Q3 		$1.74M Buy
27,210
+36
+0.1% +$2.23K 0.38% 52
2024
Q2 		$1.69M Buy
27,174
+1,440
+6% +$84K 0.41% 49
2024
Q1 		$1.48M Hold
25,734
– – 0.38% 53
2023
Q4 		$1.33M Sell
25,734
-792
-3% -$38.2K 0.36% 55
2023
Q3 		$1.2M Hold
26,526
– – 0.41% 52
2023
Q2 		$1.25M Buy
26,526
+162
+0.6% +$7.03K 0.41% 47
2023
Q1 		$1.1M Buy
26,364
+13,230
+101% +$515K 0.4% 49
2022
Q4 		$468K Hold
13,134
– – 0.22% 89
2022
Q3 		$468K Buy
13,134
+2,202
+20% +$88.5K 0.22% 89
2022
Q2 		$410K Buy
10,932
+1,104
+11% +$45.4K 0.22% 89
2022
Q1 		$471K Buy
9,828
+3,852
+64% +$182K 0.23% 81
2021
Q4 		$320K Sell
5,976
-948
-14% -$49.4K 0.16% 110
2021
Q3 		$335K Hold
6,924
– – 0.19% 102
2021
Q2 		$342K Hold
6,924
– – 0.19% 104
2021
Q1 		$297K Buy
6,924
+162
+2% +$6.93K 0.2% 102
2020
Q4 		$286K Buy
6,762
+1,296
+24% +$51.7K 0.21% 87
2020
Q3 		$207K Buy
+5,466
New +$202K 0.21% 108
2020
Q2 		– Sell
-5,286
Closed -$140K – 633
2020
Q1 		$140K Buy
+5,286
New +$158K 0.14% 120

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Key Financial Inc reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.28% in Q2 2026, selling an estimated $7.91K and leaving 33,068 shares worth $2.85M. The position accounts for 0.47% of the portfolio, ranked #44.

Key Financial Inc first reported a position in VUG in Q1 2020 and has held it in 25 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Key Financial Inc held 33,068 shares of Vanguard Morningstar Growth ETF worth $2.85M as of Q2 2026.
  • Key Financial Inc sold 94 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $7.91K.
  • Vanguard Morningstar Growth ETF made up 0.47% of Key Financial Inc's portfolio in Q2 2026, its #44 holding.
  • Key Financial Inc first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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