GEN Financial Management
VBIL icon

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
Q3 		$1.58M Buy
20,850
+1,014
+5% +$76.7K 0.85% 19
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

Elm Partners Management
Elm Partners Management Philadelphia, Pennsylvania $3.56B AUM 10.96% 1-Year Est. Return
Oxbow Advisors
Oxbow Advisors Austin, Texas $1.38B AUM 17.69% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
DCF
Daffy Charitable Fund Los Altos, California $1.02B AUM 4.41% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

GEN Financial Management's VBIL Position: Q3 2026 in Review

GEN Financial Management increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 5.1% in Q3 2026, buying an estimated $76.7K and bringing the position to 20,850 shares worth $1.58M. The position accounts for 0.85% of the portfolio, ranked #19.

GEN Financial Management first reported a position in VBIL in Q4 2025 and has held it in 4 quarters since. 377 funds tracked by Wall St. Rank hold VBIL as of Q3 2026.

  • GEN Financial Management held 20,850 shares of Vanguard 0-3 Month Treasury Bill ETF worth $1.58M as of Q3 2026.
  • GEN Financial Management bought 1,014 Vanguard 0-3 Month Treasury Bill ETF shares in Q3 2026, an estimated $76.7K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.85% of GEN Financial Management's portfolio in Q3 2026, its #19 holding.
  • GEN Financial Management first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q4 2025 and has held it in 4 quarters since.
  • 377 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q3 2026.

Based on GEN Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.