Core Wealth Partners’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Core Wealth Partners’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	$500K	Buy	+6,600	New	+$499K	0.2%	104

Other funds holding VBIL

Evanson Financial Mclean, Virginia $2.03B AUM

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

DCF

Daffy Charitable Fund Los Altos, California $1.02B AUM 4.41% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Core Wealth Partners's VBIL Position: Q3 2026 in Review

Core Wealth Partners opened a new position in Vanguard 0-3 Month Treasury Bill ETF (VBIL) in Q3 2026: 6,600 shares worth $500K. The stake represents 0.2% of the portfolio and ranks #104 among its holdings.

325 funds tracked by Wall St. Rank hold VBIL as of Q3 2026.

Core Wealth Partners held 6,600 shares of Vanguard 0-3 Month Treasury Bill ETF worth $500K as of Q3 2026.
Vanguard 0-3 Month Treasury Bill ETF was a new Core Wealth Partners position in Q3 2026.
Vanguard 0-3 Month Treasury Bill ETF made up 0.2% of Core Wealth Partners's portfolio in Q3 2026, its #104 holding.
325 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q3 2026.

Based on Core Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.