Tortoise Investment Management’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Tortoise Investment Management’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	$15.6M	Buy	205,882 +180	+0.1%	+$13.6K	1.16%	23
2026 Q1	$15.6M	Buy	205,702 +126,510	+160%	+$9.56M	1.28%	22
2025 Q4	$5.97M	Buy	79,192 +70,852	+850%	+$5.35M	0.52%	56
2025 Q3	$631K	Buy	8,340 +7,410	+797%	+$559K	0.06%	136
2025 Q2	$70.3K	Hold	930	–	–	0.01%	338
2025 Q1	$70.2K	Buy	+930	New	+$70K	0.01%	323

Other funds holding VBIL

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

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Tortoise Investment Management's VBIL Position: Q2 2026 in Review

Tortoise Investment Management increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 0.09% in Q2 2026, buying an estimated $13.6K and bringing the position to 205,882 shares worth $15.6M. The position accounts for 1.16% of the portfolio, ranked #23.

Tortoise Investment Management first reported a position in VBIL in Q1 2025 and has held it in 6 quarters since. 411 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

Tortoise Investment Management held 205,882 shares of Vanguard 0-3 Month Treasury Bill ETF worth $15.6M as of Q2 2026.
Tortoise Investment Management bought 180 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $13.6K.
Vanguard 0-3 Month Treasury Bill ETF made up 1.16% of Tortoise Investment Management's portfolio in Q2 2026, its #23 holding.
Tortoise Investment Management first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q1 2025 and has held it in 6 quarters since.
411 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.