DWM
VBIL

Diversify Wealth Management’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Diversify 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
Q2 		$1.4M Buy
18,524
+7,403
+67% +$559K 0.02% 522
2026
Q1 		$841K Buy
+11,121
New +$840K 0.02% 652

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

Diversify Wealth Management's VBIL Position: Q2 2026 in Review

Diversify Wealth Management increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 67% in Q2 2026, buying an estimated $559K and bringing the position to 18,524 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #522.

Diversify Wealth Management first reported a position in VBIL in Q1 2026 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Diversify Wealth Management held 18,524 shares of Vanguard 0-3 Month Treasury Bill ETF worth $1.4M as of Q2 2026.
  • Diversify Wealth Management bought 7,403 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $559K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #522 holding.
  • Diversify Wealth Management first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q1 2026 and has held it in 2 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.