IWP
VBIL

Innova Wealth Partners’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Innova Wealth Partners’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
-3,171
Closed -$240K – 193
2026
Q1 		$240K Sell
3,171
-438
-12% -$33.1K 0.11% 137
2025
Q4 		$272K Sell
3,609
-5,952
-62% -$449K 0.14% 112
2025
Q3 		$723K Buy
9,561
+16
+0.2% +$1.21K 0.39% 50
2025
Q2 		$721K Buy
9,545
+1,186
+14% +$89.4K 0.42% 40
2025
Q1 		$631K Buy
+8,359
New +$629K 0.39% 43

Other funds holding VBIL

EF
Evanson Financial Mclean, Virginia $2.04B AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Innova Wealth Partners's VBIL Position: Q2 2026 in Review

Innova Wealth Partners sold out of Vanguard 0-3 Month Treasury Bill ETF (VBIL) in Q2 2026, closing a stake of 3,171 shares — an estimated $240K sold.

Innova Wealth Partners first reported a position in VBIL in Q1 2025 and held it in 5 quarters. The position peaked at $723K in Q3 2025. 75 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Innova Wealth Partners reported no remaining Vanguard 0-3 Month Treasury Bill ETF position as of Q2 2026 after selling out during the quarter.
  • Innova Wealth Partners sold 3,171 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $240K.
  • Innova Wealth Partners first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q1 2025 and held it in 5 quarters.
  • Innova Wealth Partners's Vanguard 0-3 Month Treasury Bill ETF position peaked at $723K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.