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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CMP

Coston McIsaac & Partners Bar Harbor, Maine $497M AUM 11% 1-Year Est. Return

PWM

Pines Wealth Management Southern Pines, North Carolina $348M AUM 33.61% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $223M AUM 23.08% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Keystone Wealth Services's VGUS Position: Q2 2026 in Review

Keystone Wealth Services reduced its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 8.7% in Q2 2026, selling an estimated $307K and leaving 42,476 shares worth $3.21M. The position accounts for 0.6% of the portfolio, ranked #39.

Keystone Wealth Services first reported a position in VGUS in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.52M in Q1 2026. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

Keystone Wealth Services held 42,476 shares of Vanguard Ultra-Short Treasury ETF worth $3.21M as of Q2 2026.
Keystone Wealth Services sold 4,059 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $307K.
Vanguard Ultra-Short Treasury ETF made up 0.6% of Keystone Wealth Services's portfolio in Q2 2026, its #39 holding.
Keystone Wealth Services first reported a position in Vanguard Ultra-Short Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Keystone Wealth Services's Vanguard Ultra-Short Treasury ETF position peaked at $3.52M in Q1 2026.
97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.