SDWIA
VBIL

Schwarz Dygos Wheeler Investment Advisors’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$1.45M Buy
19,210
+6,885
+56% +$520K 0.28% 59
2026
Q1 		$932K Buy
12,325
+2,400
+24% +$181K 0.19% 78
2025
Q4 		$749K Buy
+9,925
New +$749K 0.15% 91

Other funds holding VBIL

EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
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

Schwarz Dygos Wheeler Investment Advisors's VBIL Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 56% in Q2 2026, buying an estimated $520K and bringing the position to 19,210 shares worth $1.45M. The position accounts for 0.28% of the portfolio, ranked #59.

Schwarz Dygos Wheeler Investment Advisors first reported a position in VBIL in Q4 2025 and has held it in 3 quarters since. 270 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 19,210 shares of Vanguard 0-3 Month Treasury Bill ETF worth $1.45M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 6,885 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $520K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.28% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #59 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • 270 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.