Level Wealth Management’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Level Wealth 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	$3.43M	Sell	45,291 -8,887	-16%	-$672K	1.37%	11
2026 Q1	$4.1M	Buy	54,178 +2,960	+6%	+$224K	1.92%	10
2025 Q4	$3.86M	Buy	51,218 +25,654	+100%	+$1.94M	1.98%	11
2025 Q3	$1.93M	Buy	+25,564	New	+$1.93M	1.02%	15

Other funds holding VBIL

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

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Level Wealth Management's VBIL Position: Q2 2026 in Review

Level Wealth Management reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 16% in Q2 2026, selling an estimated $672K and leaving 45,291 shares worth $3.43M. The position accounts for 1.37% of the portfolio, ranked #11.

Level Wealth Management first reported a position in VBIL in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.1M in Q1 2026. 409 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

Level Wealth Management held 45,291 shares of Vanguard 0-3 Month Treasury Bill ETF worth $3.43M as of Q2 2026.
Level Wealth Management sold 8,887 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $672K.
Vanguard 0-3 Month Treasury Bill ETF made up 1.37% of Level Wealth Management's portfolio in Q2 2026, its #11 holding.
Level Wealth Management first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q3 2025 and has held it in 4 quarters since.
Level Wealth Management's Vanguard 0-3 Month Treasury Bill ETF position peaked at $4.1M in Q1 2026.
409 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.