SGI
VBIL

Summit Global Investments’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Summit Global Investments’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 		$8.93M Buy
117,967
+12,110
+11% +$915K 0.49% 23
2026
Q1 		$8.01M Buy
+105,857
New +$8M 0.47% 28

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

Summit Global Investments's VBIL Position: Q2 2026 in Review

Summit Global Investments increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 11% in Q2 2026, buying an estimated $915K and bringing the position to 117,967 shares worth $8.93M. The position accounts for 0.49% of the portfolio, ranked #23.

Summit Global Investments first reported a position in VBIL in Q1 2026 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Summit Global Investments held 117,967 shares of Vanguard 0-3 Month Treasury Bill ETF worth $8.93M as of Q2 2026.
  • Summit Global Investments bought 12,110 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $915K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.49% of Summit Global Investments's portfolio in Q2 2026, its #23 holding.
  • Summit Global Investments first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q1 2026 and has held it in 2 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.