PS
VBIL

Planned Solutions’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Planned Solutions’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 		$2.78M Sell
36,675
-28,216
-43% -$2.13M 0.8% 21
2026
Q1 		$4.91M Sell
64,891
-579
-0.9% -$43.7K 1.61% 16
2025
Q4 		$4.94M Sell
65,470
-3,520
-5% -$266K 1.58% 16
2025
Q3 		$5.22M Buy
68,990
+2,880
+4% +$217K 1.79% 14
2025
Q2 		$4.99M Buy
+66,110
New +$4.98M 1.9% 14

Other funds holding VBIL

EF
Evanson Financial Mclean, Virginia $2.04B AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Planned Solutions's VBIL Position: Q2 2026 in Review

Planned Solutions reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 43% in Q2 2026, selling an estimated $2.13M and leaving 36,675 shares worth $2.78M. The position accounts for 0.8% of the portfolio, ranked #21.

Planned Solutions first reported a position in VBIL in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.22M in Q3 2025. 75 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Planned Solutions held 36,675 shares of Vanguard 0-3 Month Treasury Bill ETF worth $2.78M as of Q2 2026.
  • Planned Solutions sold 28,216 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $2.13M.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.8% of Planned Solutions's portfolio in Q2 2026, its #21 holding.
  • Planned Solutions first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2025 and has held it in 5 quarters since.
  • Planned Solutions's Vanguard 0-3 Month Treasury Bill ETF position peaked at $5.22M in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.