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Clune & Associates’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Clune & Associates’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 		$7.51M Buy
99,181
+73,018
+279% +$5.52M 1.15% 22
2026
Q2 		$1.98M Sell
26,163
-15,563
-37% -$1.18M 0.3% 57
2026
Q1 		$3.16M Buy
41,726
+32,803
+368% +$2.48M 0.59% 45
2025
Q4 		$673K Buy
+8,923
New +$674K 0.15% 104

Other funds holding VBIL

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Clune & Associates's VBIL Position: Q3 2026 in Review

Clune & Associates increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 279% in Q3 2026, buying an estimated $5.52M and bringing the position to 99,181 shares worth $7.51M. The position accounts for 1.15% of the portfolio, ranked #22.

Clune & Associates first reported a position in VBIL in Q4 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold VBIL as of Q3 2026.

  • Clune & Associates held 99,181 shares of Vanguard 0-3 Month Treasury Bill ETF worth $7.51M as of Q3 2026.
  • Clune & Associates bought 73,018 Vanguard 0-3 Month Treasury Bill ETF shares in Q3 2026, an estimated $5.52M.
  • Vanguard 0-3 Month Treasury Bill ETF made up 1.15% of Clune & Associates's portfolio in Q3 2026, its #22 holding.
  • Clune & Associates first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q4 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.