LI
VBIL

LRI Investments’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

LRI Investments’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 		$8.63M Sell
113,999
-105,149
-48% -$7.95M 0.69% 23
2026
Q1 		$16.6M Buy
219,148
+1,972
+0.9% +$149K 1.47% 13
2025
Q4 		$16.4M Buy
+217,176
New +$16.4M 1.32% 14

Other funds holding VBIL

EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
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
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LRI Investments's VBIL Position: Q2 2026 in Review

LRI Investments reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 48% in Q2 2026, selling an estimated $7.95M and leaving 113,999 shares worth $8.63M. The position accounts for 0.69% of the portfolio, ranked #23.

LRI Investments first reported a position in VBIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.6M in Q1 2026. 196 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • LRI Investments held 113,999 shares of Vanguard 0-3 Month Treasury Bill ETF worth $8.63M as of Q2 2026.
  • LRI Investments sold 105,149 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $7.95M.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.69% of LRI Investments's portfolio in Q2 2026, its #23 holding.
  • LRI Investments first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • LRI Investments's Vanguard 0-3 Month Treasury Bill ETF position peaked at $16.6M in Q1 2026.
  • 196 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.