MCM
VBIL

Morton Capital Management’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Morton Capital 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 		$1.3M Buy
+17,190
New +$1.3M 0.18% 44
2025
Q4 		– Sell
-2,651
Closed -$200K – 142
2025
Q3 		$200K Buy
+2,651
New +$200K 0.03% 129

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

Morton Capital Management's VBIL Position: Q2 2026 in Review

Morton Capital Management opened a new position in Vanguard 0-3 Month Treasury Bill ETF (VBIL) in Q2 2026: 17,190 shares worth $1.3M. The stake represents 0.18% of the portfolio and ranks #44 among its holdings. This is a return to the name: Morton Capital Management previously reported a position in VBIL as recently as Q3 2025.

Morton Capital Management first reported a position in VBIL in Q3 2025 and has held it in 2 quarters since. 409 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Morton Capital Management held 17,190 shares of Vanguard 0-3 Month Treasury Bill ETF worth $1.3M as of Q2 2026.
  • Vanguard 0-3 Month Treasury Bill ETF was a new Morton Capital Management position in Q2 2026.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.18% of Morton Capital Management's portfolio in Q2 2026, its #44 holding.
  • Morton Capital Management first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q3 2025 and has held it in 2 quarters since.
  • 409 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.