Root Financial Partners
VBIL icon

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
Q3 		$20.9K Buy
+276
New +$20.9K ﹤0.01% 1533
2026
Q2 		– Sell
-299
Closed -$22.6K – 3402
2026
Q1 		$22.6K Buy
+299
New +$22.6K ﹤0.01% 1246

Other funds holding VBIL

Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
FSA Investment Group
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Root Financial Partners's VBIL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard 0-3 Month Treasury Bill ETF (VBIL) in Q3 2026: 276 shares worth $20.9K. The stake represents ﹤0.01% of the portfolio and ranks #1533 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VBIL as recently as Q1 2026.

Root Financial Partners first reported a position in VBIL in Q1 2026 and has held it in 2 quarters since. The position peaked at $22.6K in Q1 2026. 295 funds tracked by Wall St. Rank hold VBIL as of Q3 2026.

  • Root Financial Partners held 276 shares of Vanguard 0-3 Month Treasury Bill ETF worth $20.9K as of Q3 2026.
  • Vanguard 0-3 Month Treasury Bill ETF was a new Root Financial Partners position in Q3 2026.
  • Vanguard 0-3 Month Treasury Bill ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1533 holding.
  • Root Financial Partners first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Vanguard 0-3 Month Treasury Bill ETF position peaked at $22.6K in Q1 2026.
  • 295 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.