AC
VBIL

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
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

EF
Evanson Financial Mclean, Virginia $2.04B AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Apella Capital's VBIL Position: Q2 2026 in Review

Apella Capital reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 9.4% in Q2 2026, selling an estimated $3.22M and leaving 411,969 shares worth $31.1M. The position accounts for 0.44% of the portfolio, ranked #55.

Apella Capital first reported a position in VBIL in Q2 2025 and has held it in 5 quarters since. The position peaked at $34.4M in Q1 2026. 75 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Apella Capital held 411,969 shares of Vanguard 0-3 Month Treasury Bill ETF worth $31.1M as of Q2 2026.
  • Apella Capital sold 42,632 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $3.22M.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.44% of Apella Capital's portfolio in Q2 2026, its #55 holding.
  • Apella Capital first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2025 and has held it in 5 quarters since.
  • Apella Capital's Vanguard 0-3 Month Treasury Bill ETF position peaked at $34.4M in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.