NIWA
VBIL

New Insight Wealth Advisors’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

New Insight Wealth 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
Q1 		– Sell
-5,350
Closed -$404K – 113
2025
Q4 		$404K Sell
5,350
-707
-12% -$53.4K 0.14% 83
2025
Q3 		$458K Sell
6,057
-1,606
-21% -$121K 0.17% 79
2025
Q2 		$579K Buy
+7,663
New +$578K 0.24% 63

Other funds holding VBIL

WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

New Insight Wealth Advisors's VBIL Position: Q1 2026 in Review

New Insight Wealth Advisors sold out of Vanguard 0-3 Month Treasury Bill ETF (VBIL) in Q1 2026, closing a stake of 5,350 shares — an estimated $404K sold.

New Insight Wealth Advisors first reported a position in VBIL in Q2 2025 and held it in 3 quarters. The position peaked at $579K in Q2 2025. 337 funds tracked by Wall St. Rank hold VBIL as of Q1 2026.

  • New Insight Wealth Advisors reported no remaining Vanguard 0-3 Month Treasury Bill ETF position as of Q1 2026 after selling out during the quarter.
  • New Insight Wealth Advisors sold 5,350 Vanguard 0-3 Month Treasury Bill ETF shares in Q1 2026, an estimated $404K.
  • New Insight Wealth Advisors first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2025 and held it in 3 quarters.
  • New Insight Wealth Advisors's Vanguard 0-3 Month Treasury Bill ETF position peaked at $579K in Q2 2025.
  • 337 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.