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Disclosery

Key Financial Inc: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Key Financial Inc on VUG, newest first. How the timeline and the estimate are built.

Key Financial Inc held 33,068 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,068 shares
    Change vs previous 13F +27,541 shares

    0.47% of the 13F portfolio, value $2,848,504.

    13F-HR 0001420506-26-001284 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,527 shares
    Change vs previous 13F +194 shares

    0.43% of the 13F portfolio, value $2,414,271.

    13F-HR 0001420506-26-000728 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,333 shares
    Change vs previous 13F +73 shares

    0.47% of the 13F portfolio, value $2,601,906.

    13F-HR 0001420506-26-000230 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,260 shares
    Change vs previous 13F +718 shares

    0.47% of the 13F portfolio, value $2,534,730.

    13F-HR 0001420506-25-003018 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,542 shares
    Change vs previous 13F -39 shares

    0.4% of the 13F portfolio, value $1,991,346.

    13F-HR 0001420506-25-001702 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,581 shares
    Change vs previous 13F +39 shares

    0.37% of the 13F portfolio, value $1,698,839.

    13F-HR 0001420506-25-000850 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,542 shares
    Change vs previous 13F +7 shares

    0.42% of the 13F portfolio, value $1,864,343.

    13F-HR 0001420506-25-000102 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,535 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,741,239.

    13F-HR 0001420506-24-002182 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).