VGUS — VANGUARD INSTL INDEX FD

Ownership history in Keystone Wealth Services, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC reported a position in VANGUARD INSTL INDEX FD (VGUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.46% (2025 Q4)
Avg. % of fund
0.36%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 28,905 +7,833 +37.2% 0.46% $2.2M $75.05
2025 Q3 ADDED 21,072 +5,993 +39.7% 0.35% $1.6M $74.31
2025 Q2 INITIATED 15,079 — — 0.27% $1.1M $73.49
% of Fund (quarterly)    VGUS price (monthly, adj. close)

Other funds also holding VGUS

As of 2025 Q4 — sorted by position size

Coston, McIsaac & Partners 3Y 3.62% Strategic Investment Solutions, Inc. /IL 3Y 2.51% Pathway Financial Advisors LLC 3Y 7Y 2.41% Crown Wealth Group, LLC 3Y 1.39% GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 0.72% ORSER CAPITAL MANAGEMENT, LLC 3Y 0.56% BURLING WEALTH PARTNERS, LLC 0.32% D.B. Root & Company, LLC 3Y 7Y 0.3% Capital Investment Services of America, Inc. 3Y 7Y 0.25% Planning Center, Inc. 3Y 0.23%
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