GFM
VBIL

GEN Financial Management’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

GEN Financial 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 		$1.5M Buy
19,836
+5,006
+34% +$378K 0.9% 14
2026
Q1 		$1.12M Buy
14,830
+6,662
+82% +$503K 0.69% 18
2025
Q4 		$616K Buy
+8,168
New +$617K 0.39% 30

Other funds holding VBIL

EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
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
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
AC
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
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GEN Financial Management's VBIL Position: Q2 2026 in Review

GEN Financial Management increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 34% in Q2 2026, buying an estimated $378K and bringing the position to 19,836 shares worth $1.5M. The position accounts for 0.9% of the portfolio, ranked #14.

GEN Financial Management first reported a position in VBIL in Q4 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • GEN Financial Management held 19,836 shares of Vanguard 0-3 Month Treasury Bill ETF worth $1.5M as of Q2 2026.
  • GEN Financial Management bought 5,006 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $378K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.9% of GEN Financial Management's portfolio in Q2 2026, its #14 holding.
  • GEN Financial Management first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • 205 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.