CA
VBIL

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
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

WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Clune & Associates's VBIL Position: Q2 2026 in Review

Clune & Associates reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 37% in Q2 2026, selling an estimated $1.18M and leaving 26,163 shares worth $1.98M. The position accounts for 0.3% of the portfolio, ranked #57.

Clune & Associates first reported a position in VBIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.16M in Q1 2026. 409 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Clune & Associates held 26,163 shares of Vanguard 0-3 Month Treasury Bill ETF worth $1.98M as of Q2 2026.
  • Clune & Associates sold 15,563 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $1.18M.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.3% of Clune & Associates's portfolio in Q2 2026, its #57 holding.
  • Clune & Associates first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • Clune & Associates's Vanguard 0-3 Month Treasury Bill ETF position peaked at $3.16M in Q1 2026.
  • 409 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.