VWM
VBIL

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

Vertrix Wealth 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 		$3.57M Buy
47,130
+13,594
+41% +$1.03M 1.2% 36
2026
Q1 		$2.54M Buy
+33,536
New +$2.53M 0.93% 41

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

Vertrix Wealth Management's VBIL Position: Q2 2026 in Review

Vertrix Wealth Management increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 41% in Q2 2026, buying an estimated $1.03M and bringing the position to 47,130 shares worth $3.57M. The position accounts for 1.2% of the portfolio, ranked #36.

Vertrix Wealth Management first reported a position in VBIL in Q1 2026 and has held it in 2 quarters since. 407 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Vertrix Wealth Management held 47,130 shares of Vanguard 0-3 Month Treasury Bill ETF worth $3.57M as of Q2 2026.
  • Vertrix Wealth Management bought 13,594 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $1.03M.
  • Vanguard 0-3 Month Treasury Bill ETF made up 1.2% of Vertrix Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Vertrix Wealth Management first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q1 2026 and has held it in 2 quarters since.
  • 407 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.