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Vanguard Instl Index shares owned by Keystone Wealth Services

Quarter-by-quarter ownership of Vanguard Instl Index (VGUS) shares owned by Keystone Wealth Services from 13F filings

Historical chart of Keystone Wealth Services investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Instl Index held by Keystone Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Instl Index by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 21k 75.66
2025-06-30 $1.1M 15k 75.53

More positions owned by Keystone Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Costco Wholesale Corporation (COST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Chevron Corporation (CVX)
Exxon Mobil Corporation (XOM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)

View all positions for Keystone Wealth Services

Top funds holding Vanguard Instl Index

Pathway Financial Advisors
Coston, McIsaac & Partners
Farther Finance Advisors
Crown Wealth Group
Strategic Investment Solutions
Jane Street
Steward Partners Investment Advisory
North Capital
Boston Family Office
Commonwealth Equity Services
LPL Financial
Capital Investment Services of America
Keystone Wealth Services
Burling Wealth Partners
UBS Group

View all funds holding Vanguard Instl Index