CTWM
VBIL

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

Cherry Tree 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
Q2 		$6.91M Buy
91,267
+38,503
+73% +$2.91M 1.3% 28
2026
Q1 		$3.99M Buy
52,764
+5,305
+11% +$401K 0.84% 37
2025
Q4 		$3.58M Buy
47,459
+9,108
+24% +$688K 0.76% 41
2025
Q3 		$2.9M Buy
+38,351
New +$2.89M 0.64% 44

Other funds holding VBIL

EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
AI
Atomic Invest New York $1.14B AUM
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

Cherry Tree Wealth Management's VBIL Position: Q2 2026 in Review

Cherry Tree Wealth Management increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 73% in Q2 2026, buying an estimated $2.91M and bringing the position to 91,267 shares worth $6.91M. The position accounts for 1.3% of the portfolio, ranked #28.

Cherry Tree Wealth Management first reported a position in VBIL in Q3 2025 and has held it in 4 quarters since. 412 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Cherry Tree Wealth Management held 91,267 shares of Vanguard 0-3 Month Treasury Bill ETF worth $6.91M as of Q2 2026.
  • Cherry Tree Wealth Management bought 38,503 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $2.91M.
  • Vanguard 0-3 Month Treasury Bill ETF made up 1.3% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q3 2025 and has held it in 4 quarters since.
  • 412 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.