SWA
VBIL

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

Sax Wealth 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
2026
Q2 		$413K Buy
+5,464
New +$413K 0.02% 383

Other funds holding VBIL

EF
Evanson Financial Mclean, Virginia $2.04B AUM
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
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Sax Wealth Advisors's VBIL Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Vanguard 0-3 Month Treasury Bill ETF (VBIL) in Q2 2026: 5,464 shares worth $413K. The stake represents 0.02% of the portfolio and ranks #383 among its holdings.

97 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Sax Wealth Advisors held 5,464 shares of Vanguard 0-3 Month Treasury Bill ETF worth $413K as of Q2 2026.
  • Vanguard 0-3 Month Treasury Bill ETF was a new Sax Wealth Advisors position in Q2 2026.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #383 holding.
  • 97 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.