BFC Planning, Inc.’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

BFC Planning, Inc.’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	$237K	Hold	3,138	–	–	0.01%	875
2026 Q1	$237K	Hold	3,138	–	–	0.01%	812
2025 Q4	$237K	Hold	3,138	–	–	0.01%	814
2025 Q3	$237K	Hold	3,138	–	–	0.02%	618
2025 Q2	$237K	Buy	+3,138	New	+$237K	0.02%	574

Other funds holding VBIL

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Atomic Invest New York $1.14B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

BFC Planning, Inc.'s VBIL Position: Q2 2026 in Review

BFC Planning, Inc. held its Vanguard 0-3 Month Treasury Bill ETF (VBIL) position steady in Q2 2026 at 3,138 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #875.

BFC Planning, Inc. first reported a position in VBIL in Q2 2025 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

BFC Planning, Inc. held 3,138 shares of Vanguard 0-3 Month Treasury Bill ETF worth $237K as of Q2 2026.
BFC Planning, Inc. left its Vanguard 0-3 Month Treasury Bill ETF share count unchanged in Q2 2026.
Vanguard 0-3 Month Treasury Bill ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #875 holding.
BFC Planning, Inc. first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2025 and has held it in 5 quarters since.
414 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.