Peak Financial Advisors’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Peak Financial 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	$332K	Buy	+4,389	New	+$332K	0.14%	71

Other funds holding VBIL

Evanson Financial Mclean, Virginia $2.04B AUM

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Peak Financial Advisors's VBIL Position: Q2 2026 in Review

Peak Financial Advisors opened a new position in Vanguard 0-3 Month Treasury Bill ETF (VBIL) in Q2 2026: 4,389 shares worth $332K. The stake represents 0.14% of the portfolio and ranks #71 among its holdings.

88 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

Peak Financial Advisors held 4,389 shares of Vanguard 0-3 Month Treasury Bill ETF worth $332K as of Q2 2026.
Vanguard 0-3 Month Treasury Bill ETF was a new Peak Financial Advisors position in Q2 2026.
Vanguard 0-3 Month Treasury Bill ETF made up 0.14% of Peak Financial Advisors's portfolio in Q2 2026, its #71 holding.
88 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.