MHS
VBIL

M Holdings Securities’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

M Holdings Securities’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
Q1 		– Sell
-13,300
Closed -$1M – 319
2025
Q4 		$1M Buy
+13,300
New +$1M 0.07% 191

Other funds holding VBIL

WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M Holdings Securities's VBIL Position: Q1 2026 in Review

M Holdings Securities sold out of Vanguard 0-3 Month Treasury Bill ETF (VBIL) in Q1 2026, closing a stake of 13,300 shares — an estimated $1M sold.

M Holdings Securities first reported a position in VBIL in Q4 2025 and held it in 1 quarter. The position peaked at $1M in Q4 2025. 337 funds tracked by Wall St. Rank hold VBIL as of Q1 2026.

  • M Holdings Securities reported no remaining Vanguard 0-3 Month Treasury Bill ETF position as of Q1 2026 after selling out during the quarter.
  • M Holdings Securities sold 13,300 Vanguard 0-3 Month Treasury Bill ETF shares in Q1 2026, an estimated $1M.
  • M Holdings Securities first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q4 2025 and held it in 1 quarter.
  • M Holdings Securities's Vanguard 0-3 Month Treasury Bill ETF position peaked at $1M in Q4 2025.
  • 337 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.