Strategic Investment Solutions’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Strategic Investment Solutions’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	$8.09M	Sell	107,165 -23,415	-18%	-$1.77M	1.85%	13
2026 Q1	$9.87M	Sell	130,580 -7,778	-6%	-$588K	2.38%	9
2025 Q4	$10.4M	Buy	138,358 +91,105	+193%	+$6.88M	2.51%	9
2025 Q3	$3.44M	Buy	47,253 +25,483	+117%	+$1.92M	0.91%	26
2025 Q2	$1.64M	Buy	21,770 +16,831	+341%	+$1.27M	0.5%	44
2025 Q1	$373K	Buy	+4,939	New	+$372K	0.11%	79

Other funds holding VGUS

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

North Capital Salt Lake City, Utah $132M AUM 20.16% 1-Year Est. Return

Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Mullaney, Keating & Wright Middletown, Connecticut $207M AUM 26.34% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return