SPIA
VBIL

Steward Partners Investment Advisory’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Steward Partners Investment Advisory’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 		$3.06M Sell
40,396
-144
-0.4% -$10.9K 0.02% 749
2026
Q1 		$3.07M Buy
40,540
+843
+2% +$63.7K 0.02% 695
2025
Q4 		$2.99M Buy
39,697
+7,956
+25% +$601K 0.02% 636
2025
Q3 		$2.4M Sell
31,741
-3,424
-10% -$258K 0.01% 714
2025
Q2 		$2.66M Buy
+35,165
New +$2.65M 0.02% 613

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

Steward Partners Investment Advisory's VBIL Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 0.36% in Q2 2026, selling an estimated $10.9K and leaving 40,396 shares worth $3.06M. The position accounts for 0.02% of the portfolio, ranked #749.

Steward Partners Investment Advisory first reported a position in VBIL in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.07M in Q1 2026. 408 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Steward Partners Investment Advisory held 40,396 shares of Vanguard 0-3 Month Treasury Bill ETF worth $3.06M as of Q2 2026.
  • Steward Partners Investment Advisory sold 144 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $10.9K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #749 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's Vanguard 0-3 Month Treasury Bill ETF position peaked at $3.07M in Q1 2026.
  • 408 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.