AWE
VBIL

Avidian Wealth Enterprises’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Avidian Wealth Enterprises’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 		$542K Sell
7,152
-2,684
-27% -$203K 0.02% 460
2026
Q2 		$744K Buy
+9,836
New +$743K 0.02% 389

Other funds holding VBIL

FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SBA
Seven Bridges Advisors New York $221M AUM

Avidian Wealth Enterprises's VBIL Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 27% in Q3 2026, selling an estimated $203K and leaving 7,152 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #460.

Avidian Wealth Enterprises first reported a position in VBIL in Q2 2026 and has held it in 2 quarters since. The position peaked at $744K in Q2 2026. 27 funds tracked by Wall St. Rank hold VBIL as of Q3 2026.

  • Avidian Wealth Enterprises held 7,152 shares of Vanguard 0-3 Month Treasury Bill ETF worth $542K as of Q3 2026.
  • Avidian Wealth Enterprises sold 2,684 Vanguard 0-3 Month Treasury Bill ETF shares in Q3 2026, an estimated $203K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #460 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2026 and has held it in 2 quarters since.
  • Avidian Wealth Enterprises's Vanguard 0-3 Month Treasury Bill ETF position peaked at $744K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.