LWMI
VBIL

Legacy Wealth Management (Idaho)’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Legacy Wealth Management (Idaho)’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
-307
Closed -$23.2K – 1035
2026
Q1 		$23.2K Hold
307
– – 0.01% 363
2025
Q4 		$23.2K Hold
307
– – 0.01% 305
2025
Q3 		$23.2K Buy
+307
New +$23.2K 0.01% 254

Other funds holding VBIL

EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
AI
Atomic Invest New York $1.14B AUM
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

Legacy Wealth Management (Idaho)'s VBIL Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Vanguard 0-3 Month Treasury Bill ETF (VBIL) in Q2 2026, closing a stake of 307 shares — an estimated $23.2K sold.

Legacy Wealth Management (Idaho) first reported a position in VBIL in Q3 2025 and held it in 3 quarters. The position peaked at $23.2K in Q1 2026. 412 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Vanguard 0-3 Month Treasury Bill ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 307 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $23.2K.
  • Legacy Wealth Management (Idaho) first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q3 2025 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Vanguard 0-3 Month Treasury Bill ETF position peaked at $23.2K in Q1 2026.
  • 412 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.