PCI
VBIL

Planning Center Inc’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Planning Center Inc’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 		$2.91M Buy
38,435
+32,051
+502% +$2.42M 0.27% 23
2026
Q1 		$483K Sell
6,384
-172
-3% -$13K 0.05% 47
2025
Q4 		$495K Sell
6,556
-608
-8% -$45.9K 0.05% 47
2025
Q3 		$542K Buy
7,164
+278
+4% +$21K 0.06% 43
2025
Q2 		$520K Buy
+6,886
New +$519K 0.06% 43

Other funds holding VBIL

EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
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
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Planning Center Inc's VBIL Position: Q2 2026 in Review

Planning Center Inc increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 502% in Q2 2026, buying an estimated $2.42M and bringing the position to 38,435 shares worth $2.91M. The position accounts for 0.27% of the portfolio, ranked #23.

Planning Center Inc first reported a position in VBIL in Q2 2025 and has held it in 5 quarters since. 205 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Planning Center Inc held 38,435 shares of Vanguard 0-3 Month Treasury Bill ETF worth $2.91M as of Q2 2026.
  • Planning Center Inc bought 32,051 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $2.42M.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.27% of Planning Center Inc's portfolio in Q2 2026, its #23 holding.
  • Planning Center Inc first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2025 and has held it in 5 quarters since.
  • 205 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.