SEC 13F Intelligence

Keynote Financial Services LLC / VUSB

Keynote Financial Services LLC’s Vanguard Bd Index Fds Position

Does Keynote Financial Services LLC own Vanguard Bd Index Fds (VUSB)? Yes — 177.6K shares worth $9M (+4.70% of its 13F portfolio) as of Q1 2026, up from 147.2K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
177.6K
% of Portfolio
+4.70%
Quarters Held
5
currently held

Position History VUSB

Reported value by quarter
Q1 ’25: $208,643Q1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026177.6K$9M+4.70%
Q4 2025147.2K$7M+4.10%
Q3 2025102.7K$5M+3.10%
Q2 202555.7K$3M+1.87%
Q1 20254.2K$208,643+0.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Keynote Financial Services LLC’s full portfolio or all institutional holders of VUSB.