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 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	$9.67K	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	+$8.03K	0.01%	497

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Key Financial Inc increased its Vanguard Extended Market ETF (VXF) stake by 2.6% in Q1 2026, buying an estimated $1.5K and bringing the position to 272 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #502.

Key Financial Inc first reported a position in VXF in Q1 2020 and has held it in 15 quarters since. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Key Financial Inc held 272 shares of Vanguard Extended Market ETF worth $56K as of Q1 2026.
Key Financial Inc bought 7 Vanguard Extended Market ETF shares in Q1 2026, an estimated $1.5K.
Vanguard Extended Market ETF made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #502 holding.
Key Financial Inc first reported a position in Vanguard Extended Market ETF in Q1 2020 and has held it in 15 quarters since.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

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