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
Q2 		$4.31M Buy
56,886
+469
+0.8% +$35.4K 0.14% 153
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

EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
AI
Atomic Invest New York $1.14B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Sowell Financial Services's VBIL Position: Q2 2026 in Review

Sowell Financial Services increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 0.83% in Q2 2026, buying an estimated $35.4K and bringing the position to 56,886 shares worth $4.31M. The position accounts for 0.14% of the portfolio, ranked #153.

Sowell Financial Services first reported a position in VBIL in Q2 2025 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Sowell Financial Services held 56,886 shares of Vanguard 0-3 Month Treasury Bill ETF worth $4.31M as of Q2 2026.
  • Sowell Financial Services bought 469 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $35.4K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.14% of Sowell Financial Services's portfolio in Q2 2026, its #153 holding.
  • Sowell Financial Services first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2025 and has held it in 5 quarters since.
  • 412 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.