UW
VBIL

Unique Wealth’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Unique Wealth’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 		$276K Sell
3,645
-1,890
-34% -$143K 0.03% 181
2026
Q1 		$419K Sell
5,535
-9,834
-64% -$743K 0.06% 135
2025
Q4 		$1.16M Buy
15,369
+11,678
+316% +$882K 0.16% 85
2025
Q3 		$279K Buy
+3,691
New +$279K 0.04% 154

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

Unique Wealth's VBIL Position: Q2 2026 in Review

Unique Wealth reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 34% in Q2 2026, selling an estimated $143K and leaving 3,645 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #181.

Unique Wealth first reported a position in VBIL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.16M in Q4 2025. 409 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Unique Wealth held 3,645 shares of Vanguard 0-3 Month Treasury Bill ETF worth $276K as of Q2 2026.
  • Unique Wealth sold 1,890 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $143K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.03% of Unique Wealth's portfolio in Q2 2026, its #181 holding.
  • Unique Wealth first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q3 2025 and has held it in 4 quarters since.
  • Unique Wealth's Vanguard 0-3 Month Treasury Bill ETF position peaked at $1.16M in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.