CSIC
VBIL

Clifford Swan Investment Counsel’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Clifford Swan Investment Counsel’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 		$787K Hold
10,400
– – 0.03% 181
2025
Q4 		$784K Hold
10,400
– – 0.03% 189
2025
Q3 		$786K Buy
+10,400
New +$785K 0.03% 193

Other funds holding VBIL

WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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 $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return

Clifford Swan Investment Counsel's VBIL Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its Vanguard 0-3 Month Treasury Bill ETF (VBIL) position steady in Q1 2026 at 10,400 shares worth $787K. The position accounts for 0.03% of the portfolio, ranked #181.

Clifford Swan Investment Counsel first reported a position in VBIL in Q3 2025 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold VBIL as of Q1 2026.

  • Clifford Swan Investment Counsel held 10,400 shares of Vanguard 0-3 Month Treasury Bill ETF worth $787K as of Q1 2026.
  • Clifford Swan Investment Counsel left its Vanguard 0-3 Month Treasury Bill ETF share count unchanged in Q1 2026.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.03% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #181 holding.
  • Clifford Swan Investment Counsel first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q3 2025 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.