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

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

Strategic Investment Solutions's VGUS Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Vanguard Ultra-Short Treasury ETF (VGUS) stake by 18% in Q2 2026, selling an estimated $1.77M and leaving 107,165 shares worth $8.09M. The position accounts for 1.85% of the portfolio, ranked #13.

Strategic Investment Solutions first reported a position in VGUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.4M in Q4 2025. 97 funds tracked by Wall St. Rank hold VGUS as of Q2 2026.

Strategic Investment Solutions held 107,165 shares of Vanguard Ultra-Short Treasury ETF worth $8.09M as of Q2 2026.
Strategic Investment Solutions sold 23,415 Vanguard Ultra-Short Treasury ETF shares in Q2 2026, an estimated $1.77M.
Vanguard Ultra-Short Treasury ETF made up 1.85% of Strategic Investment Solutions's portfolio in Q2 2026, its #13 holding.
Strategic Investment Solutions first reported a position in Vanguard Ultra-Short Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Strategic Investment Solutions's Vanguard Ultra-Short Treasury ETF position peaked at $10.4M in Q4 2025.
97 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.