Apella Capital’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Apella Capital’s Portfolio VBIL Stock Details VBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$34.8M	Buy	460,071 +48,102	+12%	+$3.64M	0.44%	52
2026 Q2	$31.1M	Sell	411,969 -42,632	-9%	-$3.22M	0.44%	55
2026 Q1	$34.4M	Buy	454,601 +310,307	+215%	+$23.4M	0.51%	49
2025 Q4	$10.9M	Buy	144,294 +39,581	+38%	+$2.99M	0.22%	88
2025 Q3	$7.91M	Sell	104,713 -41,023	-28%	-$3.1M	0.18%	97
2025 Q2	$11M	Buy	+145,736	New	+$11M	0.3%	68

Other funds holding VBIL

Evanson Financial Mclean, Virginia $2.03B AUM

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Apella Capital's VBIL Position: Q3 2026 in Review

Apella Capital increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 12% in Q3 2026, buying an estimated $3.64M and bringing the position to 460,071 shares worth $34.8M. The position accounts for 0.44% of the portfolio, ranked #52.

Apella Capital first reported a position in VBIL in Q2 2025 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold VBIL as of Q3 2026.

Apella Capital held 460,071 shares of Vanguard 0-3 Month Treasury Bill ETF worth $34.8M as of Q3 2026.
Apella Capital bought 48,102 Vanguard 0-3 Month Treasury Bill ETF shares in Q3 2026, an estimated $3.64M.
Vanguard 0-3 Month Treasury Bill ETF made up 0.44% of Apella Capital's portfolio in Q3 2026, its #52 holding.
Apella Capital first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2025 and has held it in 6 quarters since.
147 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.