KFI
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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
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 		$9.67K 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

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Key Financial Inc reduced its Vanguard Extended Market ETF (VXF) stake by 0.74% in Q2 2026, selling an estimated $458 and leaving 270 shares worth $66.5K. The position accounts for 0.01% of the portfolio, ranked #489.

Key Financial Inc first reported a position in VXF in Q1 2020 and has held it in 16 quarters since. 1,071 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Key Financial Inc held 270 shares of Vanguard Extended Market ETF worth $66.5K as of Q2 2026.
  • Key Financial Inc sold 2 Vanguard Extended Market ETF shares in Q2 2026, an estimated $458.
  • Vanguard Extended Market ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #489 holding.
  • Key Financial Inc first reported a position in Vanguard Extended Market ETF in Q1 2020 and has held it in 16 quarters since.
  • 1,071 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

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