DWM
VBIL

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

Dogwood 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 		$76.4K Buy
1,010
+61
+6% +$4.61K 0.03% 129
2026
Q1 		$71.8K Buy
949
+71
+8% +$5.36K 0.03% 123
2025
Q4 		$66.2K Buy
878
+142
+19% +$10.7K 0.03% 115
2025
Q3 		$55.7K Buy
736
+333
+83% +$25.1K 0.03% 119
2025
Q2 		$30.4K Buy
403
+317
+369% +$23.9K 0.01% 145
2025
Q1 		$6.49K Buy
+86
New +$6.47K ﹤0.01% 227

Other funds holding VBIL

EF
Evanson Financial Mclean, Virginia $2.04B AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

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

Dogwood Wealth Management increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 6.4% in Q2 2026, buying an estimated $4.61K and bringing the position to 1,010 shares worth $76.4K. The position accounts for 0.03% of the portfolio, ranked #129.

Dogwood Wealth Management first reported a position in VBIL in Q1 2025 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Dogwood Wealth Management held 1,010 shares of Vanguard 0-3 Month Treasury Bill ETF worth $76.4K as of Q2 2026.
  • Dogwood Wealth Management bought 61 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $4.61K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.03% of Dogwood Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Dogwood Wealth Management first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q1 2025 and has held it in 6 quarters since.
  • 75 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.