EverSource Wealth Advisors’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

EverSource Wealth Advisors’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	$14.7M	Sell	194,532 -59,043	-23%	-$4.46M	0.5%	47
2026 Q1	$19.2M	Sell	253,575 -174,122	-41%	-$13.2M	0.58%	34
2025 Q4	$32.3M	Buy	427,697 +220,462	+106%	+$16.6M	1.19%	15
2025 Q3	$15.7M	Buy	207,235 +69,125	+50%	+$5.22M	0.62%	34
2025 Q2	$10.4M	Buy	138,110 +129,357	+1,478%	+$9.75M	0.47%	49
2025 Q1	$660K	Buy	+8,753	New	+$659K	0.04%	329

Other funds holding VBIL

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

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

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

EverSource Wealth Advisors's VBIL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 23% in Q2 2026, selling an estimated $4.46M and leaving 194,532 shares worth $14.7M. The position accounts for 0.5% of the portfolio, ranked #47.

EverSource Wealth Advisors first reported a position in VBIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $32.3M in Q4 2025. 218 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

EverSource Wealth Advisors held 194,532 shares of Vanguard 0-3 Month Treasury Bill ETF worth $14.7M as of Q2 2026.
EverSource Wealth Advisors sold 59,043 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $4.46M.
Vanguard 0-3 Month Treasury Bill ETF made up 0.5% of EverSource Wealth Advisors's portfolio in Q2 2026, its #47 holding.
EverSource Wealth Advisors first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q1 2025 and has held it in 6 quarters since.
EverSource Wealth Advisors's Vanguard 0-3 Month Treasury Bill ETF position peaked at $32.3M in Q4 2025.
218 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.