MWM
VBIL

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

Modern 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
Q2 		$3.86M Buy
51,067
+44,192
+643% +$3.34M 0.05% 287
2026
Q1 		$519K Buy
6,875
+80
+1% +$6.04K 0.01% 571
2025
Q4 		$513K Sell
6,795
-59,142
-90% -$4.46M 0.01% 531
2025
Q3 		$4.99M Buy
+65,937
New +$4.98M 0.1% 183

Other funds holding VBIL

WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
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

Modern Wealth Management's VBIL Position: Q2 2026 in Review

Modern Wealth Management increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 643% in Q2 2026, buying an estimated $3.34M and bringing the position to 51,067 shares worth $3.86M. The position accounts for 0.05% of the portfolio, ranked #287.

Modern Wealth Management first reported a position in VBIL in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.99M in Q3 2025. 409 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Modern Wealth Management held 51,067 shares of Vanguard 0-3 Month Treasury Bill ETF worth $3.86M as of Q2 2026.
  • Modern Wealth Management bought 44,192 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $3.34M.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.05% of Modern Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Modern Wealth Management first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q3 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's Vanguard 0-3 Month Treasury Bill ETF position peaked at $4.99M in Q3 2025.
  • 409 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.