Keystone Wealth Services’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Keystone Wealth Services’s Portfolio VGUS Stock Details VGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.54M	Buy	46,855 +4,379	+10%	+$331K	0.63%	38
2026 Q2	$3.21M	Sell	42,476 -4,059	-9%	-$307K	0.6%	39
2026 Q1	$3.52M	Buy	46,535 +17,630	+61%	+$1.33M	0.75%	30
2025 Q4	$2.18M	Buy	28,905 +7,833	+37%	+$592K	0.46%	47
2025 Q3	$1.59M	Buy	21,072 +5,993	+40%	+$452K	0.35%	65
2025 Q2	$1.14M	Buy	+15,079	New	+$1.14M	0.27%	88

Other funds holding VGUS

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Pines Wealth Management Southern Pines, North Carolina $352M AUM 25.51% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Hikari Power Tokyo, Japan $439M AUM 11.38% 1-Year Est. Return

Capital Investment Services of America Milwaukee, Wisconsin $1.09B AUM 8.58% 1-Year Est. Return

North Capital Salt Lake City, Utah $140M AUM 14.22% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Keystone Wealth Services's VGUS Position: Q3 2026 in Review

Keystone Wealth Services increased its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 10% in Q3 2026, buying an estimated $331K and bringing the position to 46,855 shares worth $3.54M. The position accounts for 0.63% of the portfolio, ranked #38.

Keystone Wealth Services first reported a position in VGUS in Q2 2025 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold VGUS as of Q3 2026.

Keystone Wealth Services held 46,855 shares of Vanguard Ultra-Short Treasury ETF worth $3.54M as of Q3 2026.
Keystone Wealth Services bought 4,379 Vanguard Ultra-Short Treasury ETF shares in Q3 2026, an estimated $331K.
Vanguard Ultra-Short Treasury ETF made up 0.63% of Keystone Wealth Services's portfolio in Q3 2026, its #38 holding.
Keystone Wealth Services first reported a position in Vanguard Ultra-Short Treasury ETF in Q2 2025 and has held it in 6 quarters since.
54 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q3 2026.

Based on Keystone Wealth Services's 13F filing for Q3 2026, filed 3 Nov 2026.