Key Financial Inc
VXF icon

Key Financial Inc’s Vanguard Extended Market ETF VXF Stock Holding History

Key Financial Inc’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$38.5K Sell
166
-104
-39% -$25K 0.01% 581
2026
Q2 		$66.5K Sell
270
-2
-0.7% -$458 0.01% 489
2026
Q1 		$56K Buy
272
+7
+3% +$1.5K 0.01% 502
2025
Q4 		$55.4K Hold
265
– – 0.01% 496
2025
Q3 		$55.7K Buy
+265
New +$53.6K 0.01% 497
2023
Q3 		– Sell
-69
Closed -$10.3K – 1399
2023
Q2 		$10.3K Hold
69
– – ﹤0.01% 715
2023
Q1 		$9.7K Sell
69
-128
-65% -$18.2K ﹤0.01% 688
2022
Q4 		$25K Hold
197
– – 0.01% 456
2022
Q3 		$25K Hold
197
– – 0.01% 462
2022
Q2 		$26K Buy
197
+128
+186% +$18.6K 0.01% 461
2022
Q1 		$11K Hold
69
– – 0.01% 621
2021
Q4 		$13K Hold
69
– – 0.01% 554
2021
Q3 		$13K Hold
69
– – 0.01% 535
2021
Q2 		$13K Hold
69
– – 0.01% 532
2021
Q1 		$12K Sell
69
-29
-30% -$5.15K 0.01% 466
2020
Q4 		$16K Buy
+98
New +$14.5K 0.01% 406
2020
Q2 		– Sell
-69
Closed -$6K – 638
2020
Q1 		$6K Buy
+69
New +$8.02K 0.01% 497

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Wealthfront Advisers
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Fifth Third Bancorp
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Key Financial Inc's VXF Position: Q3 2026 in Review

Key Financial Inc reduced its Vanguard Extended Market ETF (VXF) stake by 39% in Q3 2026, selling an estimated $25K and leaving 166 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #581.

Key Financial Inc first reported a position in VXF in Q1 2020 and has held it in 17 quarters since. The position peaked at $66.5K in Q2 2026. 700 funds tracked by Wall St. Rank hold VXF as of Q3 2026.

  • Key Financial Inc held 166 shares of Vanguard Extended Market ETF worth $38.5K as of Q3 2026.
  • Key Financial Inc sold 104 Vanguard Extended Market ETF shares in Q3 2026, an estimated $25K.
  • Vanguard Extended Market ETF made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #581 holding.
  • Key Financial Inc first reported a position in Vanguard Extended Market ETF in Q1 2020 and has held it in 17 quarters since.
  • Key Financial Inc's Vanguard Extended Market ETF position peaked at $66.5K in Q2 2026.
  • 700 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.