MFG
VBIL

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

Mosaic 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 		– Sell
-3,255
Closed -$246K – 140
2026
Q1 		$246K Buy
3,255
+18
+0.6% +$1.36K 0.17% 108
2025
Q4 		$244K Buy
+3,237
New +$244K 0.17% 111

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

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

Mosaic Financial Group sold out of Vanguard 0-3 Month Treasury Bill ETF (VBIL) in Q2 2026, closing a stake of 3,255 shares — an estimated $246K sold.

Mosaic Financial Group first reported a position in VBIL in Q4 2025 and held it in 2 quarters. The position peaked at $246K in Q1 2026. 409 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Mosaic Financial Group reported no remaining Vanguard 0-3 Month Treasury Bill ETF position as of Q2 2026 after selling out during the quarter.
  • Mosaic Financial Group sold 3,255 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $246K.
  • Mosaic Financial Group first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q4 2025 and held it in 2 quarters.
  • Mosaic Financial Group's Vanguard 0-3 Month Treasury Bill ETF position peaked at $246K in Q1 2026.
  • 409 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.