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VBIL

Root Financial Partners’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Root Financial Partners’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 		– Sell
-299
Closed -$22.6K – 3402
2026
Q1 		$22.6K Buy
+299
New +$22.6K ﹤0.01% 1246

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
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
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Root Financial Partners's VBIL Position: Q2 2026 in Review

Root Financial Partners sold out of Vanguard 0-3 Month Treasury Bill ETF (VBIL) in Q2 2026, closing a stake of 299 shares — an estimated $22.6K sold.

Root Financial Partners first reported a position in VBIL in Q1 2026 and held it in 1 quarter. The position peaked at $22.6K in Q1 2026. 195 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Root Financial Partners reported no remaining Vanguard 0-3 Month Treasury Bill ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 299 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $22.6K.
  • Root Financial Partners first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Vanguard 0-3 Month Treasury Bill ETF position peaked at $22.6K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.