Obermeyer Wealth Partners
VBIL icon

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

Obermeyer Wealth Partners’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 		$2.32M Sell
30,684
-398
-1% -$30.1K 0.09% 73
2026
Q2 		$2.35M Sell
31,082
-21,100
-40% -$1.59M 0.1% 75
2026
Q1 		$3.95M Sell
52,182
-7,724
-13% -$583K 0.18% 51
2025
Q4 		$4.52M Buy
+59,906
New +$4.52M 0.21% 53

Other funds holding VBIL

Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
FSA Investment Group
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Cypress Capital
Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Obermeyer Wealth Partners's VBIL Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 1.3% in Q3 2026, selling an estimated $30.1K and leaving 30,684 shares worth $2.32M. The position accounts for 0.09% of the portfolio, ranked #73.

Obermeyer Wealth Partners first reported a position in VBIL in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.52M in Q4 2025. 147 funds tracked by Wall St. Rank hold VBIL as of Q3 2026.

  • Obermeyer Wealth Partners held 30,684 shares of Vanguard 0-3 Month Treasury Bill ETF worth $2.32M as of Q3 2026.
  • Obermeyer Wealth Partners sold 398 Vanguard 0-3 Month Treasury Bill ETF shares in Q3 2026, an estimated $30.1K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.09% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #73 holding.
  • Obermeyer Wealth Partners first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q4 2025 and has held it in 4 quarters since.
  • Obermeyer Wealth Partners's Vanguard 0-3 Month Treasury Bill ETF position peaked at $4.52M in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.