CWMGO
VBIL

Capstone Wealth Management Group (Oregon)’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$831K Buy
+10,978
New +$830K 0.5% 47

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

Capstone Wealth Management Group (Oregon)'s VBIL Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) opened a new position in Vanguard 0-3 Month Treasury Bill ETF (VBIL) in Q2 2026: 10,978 shares worth $831K. The stake represents 0.5% of the portfolio and ranks #47 among its holdings.

408 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 10,978 shares of Vanguard 0-3 Month Treasury Bill ETF worth $831K as of Q2 2026.
  • Vanguard 0-3 Month Treasury Bill ETF was a new Capstone Wealth Management Group (Oregon) position in Q2 2026.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.5% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #47 holding.
  • 408 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.