Strategic Investment Solutions, Inc. /IL VGUS — VANGUARD ULTRA SHORT

Ownership history in Strategic Investment Solutions, Inc. /IL  ·  6 quarters on record

AI Ownership Summary

Strategic Investment Solutions, Inc. /IL reported VANGUARD ULTRA SHORT (VGUS) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 2.51% in 2025 Q4. The latest visible filing shows VGUS at 1.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VGUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Investment Solutions, Inc. /IL's position in VANGUARD ULTRA SHORT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VGUS was reported at 1.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.51% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VGUS stock page Strategic Investment Solutions, Inc. /IL fund profile Strategic Investment Solutions, Inc. /IL full holdings
How Strategic Investment Solutions, Inc. /IL held VGUS — position size vs. price
% of Fund (quarterly)    VGUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 107,165 -23,329 -17.9% 1.85% $8.1M 2026-07-08 $75.50
2026 Q1 REDUCED 5.7% +0.9% ❌ 130,494 -7,864 -5.7% 2.38% $9.9M 2026-05-01 $75.03
2025 Q4 ADDED — — — 138,358 +94,564 +215.9% 2.51% $10.4M 2026-02-27 $74.60
2025 Q3 ADDED — — — 43,794 +22,024 +101.2% 0.91% $3.4M 2025-12-03 $73.95
2025 Q2 ADDED — — — 21,770 +16,831 +340.8% 0.50% $1.6M 2025-07-16 $72.75
2025 Q1 INITIATED — — — 4,939 — — 0.11% $373K 2025-05-09 $72.26

🏢 Other funds also holding VGUS

As of 2026 Q2 — sorted by position size

Pines Wealth Management, LLC 5.86% Pathway Financial Advisors LLC 3Y 7Y 1.82% North Capital, Inc. 1.6% GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 0.79% HARBOUR INVESTMENT MANAGEMENT LLC 3Y 7Y 0.63% Attessa Capital LLC 0.58% Sara-Bay Financial 3Y 0.53% ORSER CAPITAL MANAGEMENT, LLC 3Y 0.5% Capital Investment Services of America, Inc. 3Y 7Y 0.41% Mullaney, Keating & Wright, Inc. 0.32%

FAQ About Strategic Investment Solutions, Inc. /IL and VGUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Strategic Investment Solutions, Inc. /IL reported owning VGUS?

Strategic Investment Solutions, Inc. /IL reported VGUS across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported VGUS position in Strategic Investment Solutions, Inc. /IL's portfolio?

The largest reported portfolio weight for VGUS was 2.51% in 2025 Q4.

What is the latest reported VGUS position on this page?

The most recent filing on this page is 2026 Q2, when Strategic Investment Solutions, Inc. /IL reported 107,165 shares, equal to 1.85% of portfolio, with an estimated market value of $8.1M.

What does the chart on this VGUS ownership page compare?

The chart compares Strategic Investment Solutions, Inc. /IL's quarterly VGUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Strategic Investment Solutions, Inc. /IL time their VGUS position?

Based on 13F filing dates vs. subsequent VGUS price moves, Strategic Investment Solutions, Inc. /IL correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on VGUS relative to SPY over the holding period was -19.2%.

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