SPAS
VBIL

Spectrum Planning & Advisory Services’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Spectrum Planning & Advisory 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 		$3.48M Buy
46,017
+2,880
+7% +$218K 1.56% 18
2026
Q1 		$3.26M Buy
43,137
+37,833
+713% +$2.86M 1.62% 20
2025
Q4 		$400K Buy
+5,304
New +$400K 0.21% 73

Other funds holding VBIL

WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
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
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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Spectrum Planning & Advisory Services's VBIL Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 6.7% in Q2 2026, buying an estimated $218K and bringing the position to 46,017 shares worth $3.48M. The position accounts for 1.56% of the portfolio, ranked #18.

Spectrum Planning & Advisory Services first reported a position in VBIL in Q4 2025 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Spectrum Planning & Advisory Services held 46,017 shares of Vanguard 0-3 Month Treasury Bill ETF worth $3.48M as of Q2 2026.
  • Spectrum Planning & Advisory Services bought 2,880 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $218K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 1.56% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #18 holding.
  • Spectrum Planning & Advisory Services first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • 409 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.