JCFM
VBIL

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

JBR Co 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 		$14.9M Buy
196,853
+126,690
+181% +$9.57M 5.44% 3
2026
Q1 		$5.29M Hold
70,163
– – 2.22% 9
2025
Q4 		$5.29M Buy
+70,163
New +$5.3M 2.22% 9

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
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
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

JBR Co Financial Management's VBIL Position: Q2 2026 in Review

JBR Co Financial Management increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 181% in Q2 2026, buying an estimated $9.57M and bringing the position to 196,853 shares worth $14.9M. The position accounts for 5.44% of the portfolio, ranked #3.

JBR Co Financial Management first reported a position in VBIL in Q4 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • JBR Co Financial Management held 196,853 shares of Vanguard 0-3 Month Treasury Bill ETF worth $14.9M as of Q2 2026.
  • JBR Co Financial Management bought 126,690 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $9.57M.
  • Vanguard 0-3 Month Treasury Bill ETF made up 5.44% of JBR Co Financial Management's portfolio in Q2 2026, its #3 holding.
  • JBR Co 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.
  • 195 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.