PWM
VBIL

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

Perigon Wealth Management’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 		$5.28M Sell
69,798
-13,898
-17% -$1.05M 0.08% 223
2026
Q1 		$6.33M Buy
83,696
+4,433
+6% +$335K 0.11% 172
2025
Q4 		$5.98M Buy
79,263
+17,636
+29% +$1.33M 0.11% 174
2025
Q3 		$4.66M Buy
61,627
+11,845
+24% +$894K 0.1% 205
2025
Q2 		$3.76M Buy
+49,782
New +$3.75M 0.09% 229

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

Perigon Wealth Management's VBIL Position: Q2 2026 in Review

Perigon Wealth Management reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 17% in Q2 2026, selling an estimated $1.05M and leaving 69,798 shares worth $5.28M. The position accounts for 0.08% of the portfolio, ranked #223.

Perigon Wealth Management first reported a position in VBIL in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.33M in Q1 2026. 409 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Perigon Wealth Management held 69,798 shares of Vanguard 0-3 Month Treasury Bill ETF worth $5.28M as of Q2 2026.
  • Perigon Wealth Management sold 13,898 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $1.05M.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.08% of Perigon Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Perigon Wealth Management first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2025 and has held it in 5 quarters since.
  • Perigon Wealth Management's Vanguard 0-3 Month Treasury Bill ETF position peaked at $6.33M in Q1 2026.
  • 409 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.