Kestra Private Wealth Services’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Kestra Private Wealth Services’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 Q1	$2.75M	Buy	36,394 +23,855	+190%	+$1.8M	0.03%	464
2025 Q4	$946K	Buy	+12,539	New	+$947K	0.01%	832
2025 Q3	–	Sell	-20,795	Closed	-$1.57M	–	1769
2025 Q2	$1.57M	Buy	+20,795	New	+$1.57M	0.02%	574

Other funds holding VBIL

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Private Wealth Services's VBIL Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 190% in Q1 2026, buying an estimated $1.8M and bringing the position to 36,394 shares worth $2.75M. The position accounts for 0.03% of the portfolio, ranked #464.

Kestra Private Wealth Services first reported a position in VBIL in Q2 2025 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold VBIL as of Q1 2026.

Kestra Private Wealth Services held 36,394 shares of Vanguard 0-3 Month Treasury Bill ETF worth $2.75M as of Q1 2026.
Kestra Private Wealth Services bought 23,855 Vanguard 0-3 Month Treasury Bill ETF shares in Q1 2026, an estimated $1.8M.
Vanguard 0-3 Month Treasury Bill ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q1 2026, its #464 holding.
Kestra Private Wealth Services first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2025 and has held it in 3 quarters since.
337 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.