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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
Q3 		$2.76M Sell
36,447
-228
-0.6% -$17.2K 0.76% 24
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

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
FIG
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
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Planned Solutions's VBIL Position: Q3 2026 in Review

Planned Solutions reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 0.62% in Q3 2026, selling an estimated $17.2K and leaving 36,447 shares worth $2.76M. The position accounts for 0.76% of the portfolio, ranked #24.

Planned Solutions first reported a position in VBIL in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.22M in Q3 2025. 92 funds tracked by Wall St. Rank hold VBIL as of Q3 2026.

  • Planned Solutions held 36,447 shares of Vanguard 0-3 Month Treasury Bill ETF worth $2.76M as of Q3 2026.
  • Planned Solutions sold 228 Vanguard 0-3 Month Treasury Bill ETF shares in Q3 2026, an estimated $17.2K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.76% of Planned Solutions's portfolio in Q3 2026, its #24 holding.
  • Planned Solutions first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2025 and has held it in 6 quarters since.
  • Planned Solutions's Vanguard 0-3 Month Treasury Bill ETF position peaked at $5.22M in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.