APC
VBIL

Asset Planning Corporation’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Asset Planning Corporation’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
2025
Q3 		$5.49M Buy
+72,582
New +$5.48M 2.6% 14

Other funds holding VBIL

OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Asset Planning Corporation's VBIL Position: Q3 2025 in Review

Asset Planning Corporation opened a new position in Vanguard 0-3 Month Treasury Bill ETF (VBIL) in Q3 2025: 72,582 shares worth $5.49M. The stake represents 2.6% of the portfolio and ranks #14 among its holdings.

203 funds tracked by Wall St. Rank hold VBIL as of Q3 2025.

  • Asset Planning Corporation held 72,582 shares of Vanguard 0-3 Month Treasury Bill ETF worth $5.49M as of Q3 2025.
  • Vanguard 0-3 Month Treasury Bill ETF was a new Asset Planning Corporation position in Q3 2025.
  • Vanguard 0-3 Month Treasury Bill ETF made up 2.6% of Asset Planning Corporation's portfolio in Q3 2025, its #14 holding.
  • 203 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.