SFS
VBIL

Sowell Financial Services’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Sowell Financial Services’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
Q1 		$4.27M Sell
56,417
-14
-0% -$1.06K 0.16% 136
2025
Q4 		$4.26M Sell
56,431
-53
-0.1% -$4K 0.16% 131
2025
Q3 		$4.27M Buy
56,484
+2,515
+5% +$190K 0.16% 124
2025
Q2 		$4.08M Buy
+53,969
New +$4.07M 0.17% 126

Other funds holding VBIL

WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sowell Financial Services's VBIL Position: Q1 2026 in Review

Sowell Financial Services reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 0.02% in Q1 2026, selling an estimated $1.06K and leaving 56,417 shares worth $4.27M. The position accounts for 0.16% of the portfolio, ranked #136.

Sowell Financial Services first reported a position in VBIL in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.27M in Q3 2025. 337 funds tracked by Wall St. Rank hold VBIL as of Q1 2026.

  • Sowell Financial Services held 56,417 shares of Vanguard 0-3 Month Treasury Bill ETF worth $4.27M as of Q1 2026.
  • Sowell Financial Services sold 14 Vanguard 0-3 Month Treasury Bill ETF shares in Q1 2026, an estimated $1.06K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.16% of Sowell Financial Services's portfolio in Q1 2026, its #136 holding.
  • Sowell Financial Services first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2025 and has held it in 4 quarters since.
  • Sowell Financial Services's Vanguard 0-3 Month Treasury Bill ETF position peaked at $4.27M in Q3 2025.
  • 337 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.