BWL
VBIL

Bogart Wealth LLC’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Bogart Wealth LLC’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 		$16K Buy
212
+157
+285% +$11.9K ﹤0.01% 858
2026
Q1 		$4.16K Hold
55
– – ﹤0.01% 1110
2025
Q4 		$4.15K Buy
+55
New +$4.15K ﹤0.01% 1046

Other funds holding VBIL

EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
AI
Atomic Invest New York $1.14B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

Bogart Wealth LLC's VBIL Position: Q2 2026 in Review

Bogart Wealth LLC increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 285% in Q2 2026, buying an estimated $11.9K and bringing the position to 212 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Bogart Wealth LLC first reported a position in VBIL in Q4 2025 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Bogart Wealth LLC held 212 shares of Vanguard 0-3 Month Treasury Bill ETF worth $16K as of Q2 2026.
  • Bogart Wealth LLC bought 157 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $11.9K.
  • Vanguard 0-3 Month Treasury Bill ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #858 holding.
  • Bogart Wealth LLC first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • 412 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.