NW
VBIL

NewEdge Wealth’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

NewEdge Wealth’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 		$4M Sell
52,819
-19,523
-27% -$1.48M 0.04% 290
2026
Q1 		$5.47M Sell
72,342
-21,082
-23% -$1.59M 0.07% 207
2025
Q4 		$7.05M Sell
93,424
-18,745
-17% -$1.42M 0.08% 175
2025
Q3 		$8.46M Buy
112,169
+35,292
+46% +$2.66M 0.12% 141
2025
Q2 		$5.8M Buy
+76,877
New +$5.8M 0.09% 174

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

NewEdge Wealth's VBIL Position: Q2 2026 in Review

NewEdge Wealth reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 27% in Q2 2026, selling an estimated $1.48M and leaving 52,819 shares worth $4M. The position accounts for 0.04% of the portfolio, ranked #290.

NewEdge Wealth first reported a position in VBIL in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.46M in Q3 2025. 409 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • NewEdge Wealth held 52,819 shares of Vanguard 0-3 Month Treasury Bill ETF worth $4M as of Q2 2026.
  • NewEdge Wealth sold 19,523 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $1.48M.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #290 holding.
  • NewEdge Wealth first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2025 and has held it in 5 quarters since.
  • NewEdge Wealth's Vanguard 0-3 Month Treasury Bill ETF position peaked at $8.46M in Q3 2025.
  • 409 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.