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
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

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

Cassilly Financial Group's VBIL Position: Q2 2026 in Review

Cassilly Financial Group increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 300% in Q2 2026, buying an estimated $6.45M and bringing the position to 113,821 shares worth $8.61M. The position accounts for 6.25% of the portfolio, ranked #4.

Cassilly Financial Group first reported a position in VBIL in Q4 2025 and has held it in 3 quarters since. 407 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Cassilly Financial Group held 113,821 shares of Vanguard 0-3 Month Treasury Bill ETF worth $8.61M as of Q2 2026.
  • Cassilly Financial Group bought 85,400 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $6.45M.
  • Vanguard 0-3 Month Treasury Bill ETF made up 6.25% of Cassilly Financial Group's portfolio in Q2 2026, its #4 holding.
  • Cassilly Financial Group first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • 407 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Cassilly Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.