BAG
VBIL

Bridgewealth Advisory Group’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Bridgewealth Advisory Group’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 		$51.9M Sell
686,345
-106,883
-13% -$8.08M 9.8% 1
2026
Q1 		$60M Buy
793,228
+160,239
+25% +$12.1M 12.45% 1
2025
Q4 		$47.7M Sell
632,989
-86,118
-12% -$6.5M 10.54% 1
2025
Q3 		$54.4M Buy
719,107
+93,555
+15% +$7.06M 12.6% 1
2025
Q2 		$47.3M Buy
625,552
+616,934
+7,159% +$46.5M 11.99% 1
2025
Q1 		$650K Buy
+8,618
New +$648K 0.85% 33

Other funds holding VBIL

WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Bridgewealth Advisory Group's VBIL Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 13% in Q2 2026, selling an estimated $8.08M and leaving 686,345 shares worth $51.9M. The position accounts for 9.8% of the portfolio, ranked #1.

Bridgewealth Advisory Group first reported a position in VBIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $60M in Q1 2026. 408 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Bridgewealth Advisory Group held 686,345 shares of Vanguard 0-3 Month Treasury Bill ETF worth $51.9M as of Q2 2026.
  • Bridgewealth Advisory Group sold 106,883 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $8.08M.
  • Vanguard 0-3 Month Treasury Bill ETF made up 9.8% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #1 holding.
  • Bridgewealth Advisory Group first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q1 2025 and has held it in 6 quarters since.
  • Bridgewealth Advisory Group's Vanguard 0-3 Month Treasury Bill ETF position peaked at $60M in Q1 2026.
  • 408 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.