Perigon Wealth Management
VBIL icon

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
Q3 		$5.2M Sell
68,672
-1,126
-2% -$85.1K 0.08% 219
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

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

Perigon Wealth Management's VBIL Position: Q3 2026 in Review

Perigon Wealth Management reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 1.6% in Q3 2026, selling an estimated $85.1K and leaving 68,672 shares worth $5.2M. The position accounts for 0.08% of the portfolio, ranked #219.

Perigon Wealth Management first reported a position in VBIL in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.33M in Q1 2026. 147 funds tracked by Wall St. Rank hold VBIL as of Q3 2026.

  • Perigon Wealth Management held 68,672 shares of Vanguard 0-3 Month Treasury Bill ETF worth $5.2M as of Q3 2026.
  • Perigon Wealth Management sold 1,126 Vanguard 0-3 Month Treasury Bill ETF shares in Q3 2026, an estimated $85.1K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.08% of Perigon Wealth Management's portfolio in Q3 2026, its #219 holding.
  • Perigon Wealth Management first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2025 and has held it in 6 quarters since.
  • Perigon Wealth Management's Vanguard 0-3 Month Treasury Bill ETF position peaked at $6.33M in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.