CFG
VBIL

Cassilly Financial Group’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Cassilly Financial 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
Q3 		$3.03M Sell
39,988
-73,833
-65% -$5.58M 2.03% 12
2026
Q2 		$8.61M Buy
113,821
+85,400
+300% +$6.45M 6.25% 4
2026
Q1 		$2.15M Sell
28,421
-7,592
-21% -$573K 1.87% 18
2025
Q4 		$2.72M Buy
+36,013
New +$2.72M 2.4% 10

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
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
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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Cassilly Financial Group's VBIL Position: Q3 2026 in Review

Cassilly Financial Group reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 65% in Q3 2026, selling an estimated $5.58M and leaving 39,988 shares worth $3.03M. The position accounts for 2.03% of the portfolio, ranked #12.

Cassilly Financial Group first reported a position in VBIL in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.61M in Q2 2026. 15 funds tracked by Wall St. Rank hold VBIL as of Q3 2026.

  • Cassilly Financial Group held 39,988 shares of Vanguard 0-3 Month Treasury Bill ETF worth $3.03M as of Q3 2026.
  • Cassilly Financial Group sold 73,833 Vanguard 0-3 Month Treasury Bill ETF shares in Q3 2026, an estimated $5.58M.
  • Vanguard 0-3 Month Treasury Bill ETF made up 2.03% of Cassilly Financial Group's portfolio in Q3 2026, its #12 holding.
  • Cassilly Financial Group first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q4 2025 and has held it in 4 quarters since.
  • Cassilly Financial Group's Vanguard 0-3 Month Treasury Bill ETF position peaked at $8.61M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.