RA
VBIL

Rise Advisors’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-2,012
Closed -$152K – 1514
2025
Q3 		$152K Buy
2,012
+20
+1% +$1.51K 0.05% 120
2025
Q2 		$150K Buy
+1,992
New +$150K 0.06% 113

Other funds holding VBIL

EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return

Rise Advisors's VBIL Position: Q4 2025 in Review

Rise Advisors sold out of Vanguard 0-3 Month Treasury Bill ETF (VBIL) in Q4 2025, closing a stake of 2,012 shares — an estimated $152K sold.

Rise Advisors first reported a position in VBIL in Q2 2025 and held it in 2 quarters. The position peaked at $152K in Q3 2025. 274 funds tracked by Wall St. Rank hold VBIL as of Q4 2025.

  • Rise Advisors reported no remaining Vanguard 0-3 Month Treasury Bill ETF position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 2,012 Vanguard 0-3 Month Treasury Bill ETF shares in Q4 2025, an estimated $152K.
  • Rise Advisors first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2025 and held it in 2 quarters.
  • Rise Advisors's Vanguard 0-3 Month Treasury Bill ETF position peaked at $152K in Q3 2025.
  • 274 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.