Mountain Capital Investment Advisors’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Mountain Capital Investment Advisors’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	$496K	Sell	6,559 -57	-0.9%	-$4.31K	0.07%	39
2026 Q1	$500K	Sell	6,616 -46	-0.7%	-$3.47K	0.07%	34
2025 Q4	$504K	Buy	+6,662	New	+$503K	0.08%	38

Other funds holding VBIL

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Atomic Invest New York $1.14B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

Mountain Capital Investment Advisors's VBIL Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 0.86% in Q2 2026, selling an estimated $4.31K and leaving 6,559 shares worth $496K. The position accounts for 0.07% of the portfolio, ranked #39.

Mountain Capital Investment Advisors first reported a position in VBIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $504K in Q4 2025. 412 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

Mountain Capital Investment Advisors held 6,559 shares of Vanguard 0-3 Month Treasury Bill ETF worth $496K as of Q2 2026.
Mountain Capital Investment Advisors sold 57 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $4.31K.
Vanguard 0-3 Month Treasury Bill ETF made up 0.07% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #39 holding.
Mountain Capital Investment Advisors first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q4 2025 and has held it in 3 quarters since.
Mountain Capital Investment Advisors's Vanguard 0-3 Month Treasury Bill ETF position peaked at $504K in Q4 2025.
412 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.