KFI
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Key Financial Inc’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Key Financial Inc’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$726K Buy
13,432
+856
+7% +$48K 0.13% 147
2025
Q4 		$676K Buy
12,576
+167
+1% +$9.07K 0.12% 142
2025
Q3 		$677K Sell
12,409
-1,279
-9% -$65.9K 0.13% 141
2025
Q2 		$677K Buy
13,688
+445
+3% +$20.6K 0.14% 129
2025
Q1 		$599K Sell
13,243
-1,294
-9% -$58.2K 0.13% 137
2024
Q4 		$640K Buy
14,537
+1,118
+8% +$52K 0.15% 127
2024
Q3 		$642K Sell
13,419
-1,714
-11% -$76.3K 0.14% 130
2024
Q2 		$662K Buy
15,133
+597
+4% +$25.7K 0.16% 114
2024
Q1 		$607K Sell
14,536
-1,789
-11% -$73K 0.15% 116
2023
Q4 		$671K Hold
16,325
– – 0.18% 99
2023
Q3 		$640K Buy
16,325
+185
+1% +$7.55K 0.22% 90
2023
Q2 		$657K Buy
16,140
+4,467
+38% +$180K 0.22% 89
2023
Q1 		$472K Buy
11,673
+1,645
+16% +$67K 0.17% 112
2022
Q4 		$366K Hold
10,028
– – 0.17% 110
2022
Q3 		$366K Buy
10,028
+2,034
+25% +$82.6K 0.17% 112
2022
Q2 		$331K Buy
7,994
+297
+4% +$12.8K 0.18% 106
2022
Q1 		$355K Sell
7,697
-863
-10% -$41.5K 0.18% 110
2021
Q4 		$423K Buy
8,560
+403
+5% +$20.3K 0.21% 91
2021
Q3 		$408K Hold
8,157
– – 0.23% 87
2021
Q2 		$417K Buy
8,157
+775
+10% +$41.3K 0.23% 89
2021
Q1 		$384K Buy
7,382
+428
+6% +$22.8K 0.25% 81
2020
Q4 		$348K Hold
6,954
– – 0.26% 75
2020
Q3 		$301K Sell
6,954
-131
-2% -$5.7K 0.31% 79
2020
Q2 		$282K Sell
7,085
-211
-3% -$7.81K 0.32% 79
2020
Q1 		$244K Sell
7,296
-649
-8% -$26.5K 0.25% 79
2019
Q4 		$353K Buy
+7,945
New +$337K 0.33% 70

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Key Financial Inc's VWO Position: Q1 2026 in Review

Key Financial Inc increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6.8% in Q1 2026, buying an estimated $48K and bringing the position to 13,432 shares worth $726K. The position accounts for 0.13% of the portfolio, ranked #147.

Key Financial Inc first reported a position in VWO in Q4 2019 and has held it in 26 quarters since. 2,536 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Key Financial Inc held 13,432 shares of Vanguard FTSE Emerging Markets ETF worth $726K as of Q1 2026.
  • Key Financial Inc bought 856 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $48K.
  • Vanguard FTSE Emerging Markets ETF made up 0.13% of Key Financial Inc's portfolio in Q1 2026, its #147 holding.
  • Key Financial Inc first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,536 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.