WA
VBIL

Waverly Advisors’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Waverly 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 		$1.12M Sell
14,813
-2,857
-16% -$216K 0.01% 847
2026
Q1 		$1.34M Buy
17,670
+886
+5% +$66.9K 0.01% 741
2025
Q4 		$1.27M Buy
16,784
+5,804
+53% +$438K 0.01% 700
2025
Q3 		$830K Buy
10,980
+1,962
+22% +$148K 0.01% 692
2025
Q2 		$681K Buy
+9,018
New +$680K 0.01% 724

Other funds holding VBIL

EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
AI
Atomic Invest New York $1.14B AUM
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

Waverly Advisors's VBIL Position: Q2 2026 in Review

Waverly Advisors reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 16% in Q2 2026, selling an estimated $216K and leaving 14,813 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #847.

Waverly Advisors first reported a position in VBIL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.34M in Q1 2026. 412 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Waverly Advisors held 14,813 shares of Vanguard 0-3 Month Treasury Bill ETF worth $1.12M as of Q2 2026.
  • Waverly Advisors sold 2,857 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $216K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #847 holding.
  • Waverly Advisors first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2025 and has held it in 5 quarters since.
  • Waverly Advisors's Vanguard 0-3 Month Treasury Bill ETF position peaked at $1.34M in Q1 2026.
  • 412 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.