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 Q3	$4.16M	Buy	54,879 +9,588	+21%	+$725K	1.59%	11
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

Evanson Financial Mclean, Virginia $2.03B AUM

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Level Wealth Management's VBIL Position: Q3 2026 in Review

Level Wealth Management increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 21% in Q3 2026, buying an estimated $725K and bringing the position to 54,879 shares worth $4.16M. The position accounts for 1.59% of the portfolio, ranked #11.

Level Wealth Management first reported a position in VBIL in Q3 2025 and has held it in 5 quarters since. 147 funds tracked by Wall St. Rank hold VBIL as of Q3 2026.

Level Wealth Management held 54,879 shares of Vanguard 0-3 Month Treasury Bill ETF worth $4.16M as of Q3 2026.
Level Wealth Management bought 9,588 Vanguard 0-3 Month Treasury Bill ETF shares in Q3 2026, an estimated $725K.
Vanguard 0-3 Month Treasury Bill ETF made up 1.59% of Level Wealth Management's portfolio in Q3 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 5 quarters since.
147 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.