EFG
VBIL

Everest Financial Group’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Everest Financial Group’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 		$241K Buy
3,181
+23
+0.7% +$1.74K 0.03% 192
2026
Q1 		$239K Buy
+3,158
New +$239K 0.04% 184

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

Everest Financial Group's VBIL Position: Q2 2026 in Review

Everest Financial Group increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 0.73% in Q2 2026, buying an estimated $1.74K and bringing the position to 3,181 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #192.

Everest Financial Group 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.

  • Everest Financial Group held 3,181 shares of Vanguard 0-3 Month Treasury Bill ETF worth $241K as of Q2 2026.
  • Everest Financial Group bought 23 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $1.74K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.03% of Everest Financial Group's portfolio in Q2 2026, its #192 holding.
  • Everest Financial Group 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 Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.