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
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

WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cherry Tree Wealth Management's VBIL Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 11% in Q1 2026, buying an estimated $401K and bringing the position to 52,764 shares worth $3.99M. The position accounts for 0.84% of the portfolio, ranked #37.

Cherry Tree Wealth Management first reported a position in VBIL in Q3 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold VBIL as of Q1 2026.

  • Cherry Tree Wealth Management held 52,764 shares of Vanguard 0-3 Month Treasury Bill ETF worth $3.99M as of Q1 2026.
  • Cherry Tree Wealth Management bought 5,305 Vanguard 0-3 Month Treasury Bill ETF shares in Q1 2026, an estimated $401K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.84% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #37 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 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.