Centric Wealth Management’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Centric Wealth Management’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	$912K	Buy	+12,060	New	+$912K	0.14%	108

Other funds holding VBIL

Elm Partners Management Philadelphia, Pennsylvania $3.56B AUM 10.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.55B AUM 11.7% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.38B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Potomac Fund Management Miami, Florida $4.83B AUM 14.05% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Centric Wealth Management's VBIL Position: Q3 2026 in Review

Centric Wealth Management opened a new position in Vanguard 0-3 Month Treasury Bill ETF (VBIL) in Q3 2026: 12,060 shares worth $912K. The stake represents 0.14% of the portfolio and ranks #108 among its holdings.

436 funds tracked by Wall St. Rank hold VBIL as of Q3 2026.

Centric Wealth Management held 12,060 shares of Vanguard 0-3 Month Treasury Bill ETF worth $912K as of Q3 2026.
Vanguard 0-3 Month Treasury Bill ETF was a new Centric Wealth Management position in Q3 2026.
Vanguard 0-3 Month Treasury Bill ETF made up 0.14% of Centric Wealth Management's portfolio in Q3 2026, its #108 holding.
436 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q3 2026.

Based on Centric Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.