Key Financial Inc’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.6M	Hold	4,641	–	–	0.26%	72
2026 Q1	$1.39M	Sell	4,641 -38	-0.8%	-$11.9K	0.25%	80
2025 Q4	$1.47M	Sell	4,679 -84	-2%	-$26.2K	0.27%	68
2025 Q3	$1.47M	Hold	4,763	–	–	0.27%	70
2025 Q2	$1.36M	Sell	4,763 -800	-14%	-$211K	0.27%	67
2025 Q1	$1.43M	Buy	5,563 +4,943	+797%	+$1.34M	0.31%	62
2024 Q4	$167K	Buy	620 +25	+4%	+$6.77K	0.04%	277
2024 Q3	$157K	Hold	595	–	–	0.03%	276
2024 Q2	$149K	Hold	595	–	–	0.04%	271
2024 Q1	$143K	Hold	595	–	–	0.04%	261
2023 Q4	$130K	Sell	595 -92	-13%	-$18.8K	0.04%	260
2023 Q3	$134K	Sell	687 -69	-9%	-$14.1K	0.05%	245
2023 Q2	$153K	Hold	756	–	–	0.05%	238
2023 Q1	$141K	Buy	756 +409	+118%	+$74.5K	0.05%	236
2022 Q4	$56.8K	Hold	347	–	–	0.03%	340
2022 Q3	$57K	Buy	347 +214	+161%	+$38.9K	0.03%	343
2022 Q2	$23K	Hold	133	–	–	0.01%	485
2022 Q1	$28K	Hold	133	–	–	0.01%	445
2021 Q4	$29K	Hold	133	–	–	0.01%	424
2021 Q3	$27K	Hold	133	–	–	0.02%	423
2021 Q2	$27K	Hold	133	–	–	0.02%	426
2021 Q1	$25K	Hold	133	–	–	0.02%	367
2020 Q4	$23K	Buy	+133	New	+$22.1K	0.02%	357
2020 Q2	–	Sell	-133	Closed	-$16K	–	634
2020 Q1	$16K	Buy	+133	New	+$18.7K	0.02%	352

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Key Financial Inc held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 4,641 shares worth $1.6M. The position accounts for 0.26% of the portfolio, ranked #72.

Key Financial Inc first reported a position in VV in Q1 2020 and has held it in 24 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Key Financial Inc held 4,641 shares of Vanguard Morningstar Large-Cap ETF worth $1.6M as of Q2 2026.
Key Financial Inc left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.26% of Key Financial Inc's portfolio in Q2 2026, its #72 holding.
Key Financial Inc first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 24 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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