Next Level Wealth Planning’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Next Level Wealth Planning’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 Q3	$11.1K	Buy	+146	New	+$11K	﹤0.01%	329

Other funds holding VBIL

Evanson Financial Mclean, Virginia $2.03B AUM

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Next Level Wealth Planning's VBIL Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Vanguard 0-3 Month Treasury Bill ETF (VBIL) in Q3 2026: 146 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #329 among its holdings.

280 funds tracked by Wall St. Rank hold VBIL as of Q3 2026.

Next Level Wealth Planning held 146 shares of Vanguard 0-3 Month Treasury Bill ETF worth $11.1K as of Q3 2026.
Vanguard 0-3 Month Treasury Bill ETF was a new Next Level Wealth Planning position in Q3 2026.
Vanguard 0-3 Month Treasury Bill ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #329 holding.
280 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.