MWM
VBIL

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

Modera 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
2025
Q4 		– Sell
-4,631
Closed -$350K – 672
2025
Q3 		$350K Buy
+4,631
New +$350K ﹤0.01% 514

Other funds holding VBIL

EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return

Modera Wealth Management's VBIL Position: Q4 2025 in Review

Modera Wealth Management sold out of Vanguard 0-3 Month Treasury Bill ETF (VBIL) in Q4 2025, closing a stake of 4,631 shares — an estimated $350K sold.

Modera Wealth Management first reported a position in VBIL in Q3 2025 and held it in 1 quarter. The position peaked at $350K in Q3 2025. 274 funds tracked by Wall St. Rank hold VBIL as of Q4 2025.

  • Modera Wealth Management reported no remaining Vanguard 0-3 Month Treasury Bill ETF position as of Q4 2025 after selling out during the quarter.
  • Modera Wealth Management sold 4,631 Vanguard 0-3 Month Treasury Bill ETF shares in Q4 2025, an estimated $350K.
  • Modera Wealth Management first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q3 2025 and held it in 1 quarter.
  • Modera Wealth Management's Vanguard 0-3 Month Treasury Bill ETF position peaked at $350K in Q3 2025.
  • 274 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q4 2025.

Based on Modera Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.