EPW
VBIL

Evolve Private Wealth’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Evolve Private Wealth’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 		– Sell
-4,086
Closed -$309K – 1263
2026
Q1 		$309K Buy
+4,086
New +$309K 0.02% 772

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

Evolve Private Wealth's VBIL Position: Q2 2026 in Review

Evolve Private Wealth sold out of Vanguard 0-3 Month Treasury Bill ETF (VBIL) in Q2 2026, closing a stake of 4,086 shares — an estimated $309K sold.

Evolve Private Wealth first reported a position in VBIL in Q1 2026 and held it in 1 quarter. The position peaked at $309K in Q1 2026. 408 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Evolve Private Wealth reported no remaining Vanguard 0-3 Month Treasury Bill ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 4,086 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $309K.
  • Evolve Private Wealth first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q1 2026 and held it in 1 quarter.
  • Evolve Private Wealth's Vanguard 0-3 Month Treasury Bill ETF position peaked at $309K in Q1 2026.
  • 408 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.