MFG
VBIL

Merit Financial Group’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Merit Financial Group’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 		$330K Buy
4,357
+37
+0.9% +$2.8K ﹤0.01% 1753
2026
Q1 		$327K Sell
4,320
-122
-3% -$9.21K ﹤0.01% 1604
2025
Q4 		$335K Buy
4,442
+19
+0.4% +$1.43K ﹤0.01% 1495
2025
Q3 		$334K Sell
4,423
-3
-0.1% -$226 ﹤0.01% 1380
2025
Q2 		$334K Buy
4,426
+26
+0.6% +$1.96K ﹤0.01% 1279
2025
Q1 		$332K Buy
+4,400
New +$331K 0.01% 1090

Other funds holding VBIL

EF
Evanson Financial Mclean, Virginia $2.04B AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Merit Financial Group's VBIL Position: Q2 2026 in Review

Merit Financial Group increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 0.86% in Q2 2026, buying an estimated $2.8K and bringing the position to 4,357 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Merit Financial Group first reported a position in VBIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $335K in Q4 2025. 75 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Merit Financial Group held 4,357 shares of Vanguard 0-3 Month Treasury Bill ETF worth $330K as of Q2 2026.
  • Merit Financial Group bought 37 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $2.8K.
  • Vanguard 0-3 Month Treasury Bill ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1753 holding.
  • Merit Financial Group first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's Vanguard 0-3 Month Treasury Bill ETF position peaked at $335K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.