LWA
VBIL

Ledgewood Wealth Advisors’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Ledgewood Wealth Advisors’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 		$5.96M Buy
78,806
+27,742
+54% +$2.1M 3.17% 11
2026
Q1 		$3.86M Buy
51,064
+2,267
+5% +$171K 2.17% 19
2025
Q4 		$3.68M Buy
48,797
+27,102
+125% +$2.05M 2.12% 19
2025
Q3 		$1.64M Buy
+21,695
New +$1.64M 0.97% 24

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

Ledgewood Wealth Advisors's VBIL Position: Q2 2026 in Review

Ledgewood Wealth Advisors increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 54% in Q2 2026, buying an estimated $2.1M and bringing the position to 78,806 shares worth $5.96M. The position accounts for 3.17% of the portfolio, ranked #11.

Ledgewood Wealth Advisors first reported a position in VBIL in Q3 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Ledgewood Wealth Advisors held 78,806 shares of Vanguard 0-3 Month Treasury Bill ETF worth $5.96M as of Q2 2026.
  • Ledgewood Wealth Advisors bought 27,742 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $2.1M.
  • Vanguard 0-3 Month Treasury Bill ETF made up 3.17% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Ledgewood Wealth Advisors first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q3 2025 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.