LWMNY
VBIL

Landmark Wealth Management (New York)’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Landmark Wealth Management (New York)’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 		$986K Buy
13,027
+295
+2% +$22.3K 0.24% 75
2026
Q1 		$963K Buy
12,732
+8,112
+176% +$613K 0.26% 71
2025
Q4 		$349K Buy
4,620
+318
+7% +$24K 0.13% 73
2025
Q3 		$325K Buy
4,302
+1,475
+52% +$111K 0.13% 72
2025
Q2 		$214K Buy
+2,827
New +$213K 0.09% 84

Other funds holding VBIL

WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
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

Landmark Wealth Management (New York)'s VBIL Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 2.3% in Q2 2026, buying an estimated $22.3K and bringing the position to 13,027 shares worth $986K. The position accounts for 0.24% of the portfolio, ranked #75.

Landmark Wealth Management (New York) first reported a position in VBIL in Q2 2025 and has held it in 5 quarters since. 411 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Landmark Wealth Management (New York) held 13,027 shares of Vanguard 0-3 Month Treasury Bill ETF worth $986K as of Q2 2026.
  • Landmark Wealth Management (New York) bought 295 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $22.3K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.24% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #75 holding.
  • Landmark Wealth Management (New York) first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2025 and has held it in 5 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.