Key Financial Inc

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1801720 WEST CHESTER, PA

Position in VIG

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

Position Value

$503,885

+$4,765 QoQ

Shares Held

2,343

+3.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.24%

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	$503,885	2,343	+3.2%	Shares	Sole	2026-04-24
2025-12-31	$499,120	2,271	-0.3%	Shares	Sole	2026-02-09
2025-09-30	$491,569	2,278	0.0%	Shares	Sole	2025-11-05
2025-06-30	$466,238	2,278	-1.9%	Shares	Sole	2025-08-05
2025-03-31	$450,638	2,323	0.0%	Shares	Sole	2025-05-01
2024-12-31	$454,913	2,323	0.0%	Shares	Sole	2025-01-31
2024-09-30	$460,093	2,323	+6.4%	Shares	Sole	2024-10-29
2024-06-30	$398,506	2,183	-6.0%	Shares	Sole	2024-07-30
2024-03-31	$424,203	2,323	-12.7%	Shares	Sole	2024-05-13
2023-12-31	$453,434	2,661	+5.6%	Shares	Sole	2024-01-31
2023-09-30	$391,712	2,521	-2.4%	Shares	Sole	2023-11-01
2023-06-30	$419,556	2,583	0.0%	Shares	Sole	2023-07-28
2023-03-31	$397,807	2,583	+671.0%	Shares	Sole	2023-05-02
2022-12-31	$50,869	335	0.0%	Shares	Sole	2023-01-26
2022-09-30	$45,278	335	+98.2%	Shares	Sole	2022-10-28
2022-06-30	$24,246	169	+11.2%	Shares	Sole	2022-07-26
2022-03-31	$24,648	152	0.0%	Shares	Sole	2022-04-27
2021-12-31	$26,106	152	0.0%	Shares	Sole	2022-01-19
2021-09-30	$23,347	152	0.0%	Shares	Sole	2021-11-01
2021-06-30	$23,528	152	+49.0%	Shares	Sole	2021-08-02
2021-03-31	$15,002	102	0.0%	Shares	Sole	2021-04-30
2020-12-31	$14,399	102	0.0%	Shares	Sole	2021-01-29
2020-03-31	$10,545	102	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.