United Capital Financial Advisors’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

United Capital Financial Advisors’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	$12.3M	Buy	162,810 +32,812	+25%	+$2.48M	0.07%	223
2026 Q1	$9.83M	Buy	129,998 +36,827	+40%	+$2.78M	0.06%	245
2025 Q4	$7.03M	Buy	93,171 +23,203	+33%	+$1.75M	0.04%	299
2025 Q3	$5.29M	Buy	69,968 +12,492	+22%	+$943K	0.04%	299
2025 Q2	$4.34M	Buy	57,476 +29,312	+104%	+$2.21M	0.04%	301
2025 Q1	$2.12M	Buy	+28,164	New	+$2.12M	0.02%	416

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

United Capital Financial Advisors's VBIL Position: Q2 2026 in Review

United Capital Financial Advisors increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 25% in Q2 2026, buying an estimated $2.48M and bringing the position to 162,810 shares worth $12.3M. The position accounts for 0.07% of the portfolio, ranked #223.

United Capital Financial Advisors first reported a position in VBIL in Q1 2025 and has held it in 6 quarters since. 408 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

United Capital Financial Advisors held 162,810 shares of Vanguard 0-3 Month Treasury Bill ETF worth $12.3M as of Q2 2026.
United Capital Financial Advisors bought 32,812 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $2.48M.
Vanguard 0-3 Month Treasury Bill ETF made up 0.07% of United Capital Financial Advisors's portfolio in Q2 2026, its #223 holding.
United Capital Financial Advisors first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q1 2025 and has held it in 6 quarters since.
408 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.