Burton Enright Welch’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Burton Enright Welch’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	$4.78M	Buy	63,128 +21,920	+53%	+$1.66M	0.56%	23
2026 Q1	$3.12M	Sell	41,208 -5,552	-12%	-$419K	0.42%	28
2025 Q4	$3.53M	Buy	46,760 +27,801	+147%	+$2.1M	0.5%	27
2025 Q3	$1.43M	Buy	18,959 +3,296	+21%	+$249K	0.22%	49
2025 Q2	$1.18M	Buy	+15,663	New	+$1.18M	0.21%	50

Other funds holding VBIL

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

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Burton Enright Welch's VBIL Position: Q2 2026 in Review

Burton Enright Welch increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 53% in Q2 2026, buying an estimated $1.66M and bringing the position to 63,128 shares worth $4.78M. The position accounts for 0.56% of the portfolio, ranked #23.

Burton Enright Welch first reported a position in VBIL in Q2 2025 and has held it in 5 quarters since. 408 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

Burton Enright Welch held 63,128 shares of Vanguard 0-3 Month Treasury Bill ETF worth $4.78M as of Q2 2026.
Burton Enright Welch bought 21,920 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $1.66M.
Vanguard 0-3 Month Treasury Bill ETF made up 0.56% of Burton Enright Welch's portfolio in Q2 2026, its #23 holding.
Burton Enright Welch first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2025 and has held it in 5 quarters since.
408 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.