MCIA
VBIL

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

EF
Evanson Financial Mclean, Virginia $2.04B AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 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. 77 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.
  • 77 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.