Key Financial Inc

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1801720 WEST CHESTER, PA

Position in VB

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$515,196

+$8,325 QoQ

Shares Held

1,967

+0.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$515,196	1,967	+0.1%	Shares	Sole	2026-04-24
2025-12-31	$506,871	1,965	+30.6%	Shares	Sole	2026-02-09
2025-09-30	$382,691	1,505	+10.9%	Shares	Sole	2025-11-05
2025-06-30	$321,581	1,357	-13.3%	Shares	Sole	2025-08-05
2025-03-31	$347,260	1,566	+2.5%	Shares	Sole	2025-05-01
2024-12-31	$367,147	1,528	+6.8%	Shares	Sole	2025-01-31
2024-09-30	$339,447	1,431	-6.8%	Shares	Sole	2024-10-29
2024-06-30	$334,909	1,536	+15.0%	Shares	Sole	2024-07-30
2024-03-31	$305,396	1,336	0.0%	Shares	Sole	2024-05-13
2023-12-31	$285,008	1,336	0.0%	Shares	Sole	2024-01-31
2023-09-30	$252,597	1,336	+3.3%	Shares	Sole	2023-11-01
2023-06-30	$257,164	1,293	-3.0%	Shares	Sole	2023-07-28
2023-03-31	$252,683	1,333	+580.1%	Shares	Sole	2023-05-02
2022-12-31	$35,973	196	0.0%	Shares	Sole	2023-01-26
2022-09-30	$33,498	196	+54.3%	Shares	Sole	2022-10-28
2022-06-30	$22,365	127	0.0%	Shares	Sole	2022-07-26
2022-03-31	$26,990	127	-63.7%	Shares	Sole	2022-04-27
2021-12-31	$79,103	350	+12.9%	Shares	Sole	2022-01-19
2021-09-30	$67,787	310	0.0%	Shares	Sole	2021-11-01
2021-06-30	$69,836	310	+181.8%	Shares	Sole	2021-08-02
2021-03-31	$23,548	110	+11.1%	Shares	Sole	2021-04-30
2020-12-31	$19,273	99	-63.5%	Shares	Sole	2021-01-29
2020-03-31	$31,284	271	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.