WMWM
VBIL

Whitaker-Myers Wealth Managers’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Whitaker-Myers Wealth Managers’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 		$22M Buy
291,022
+57,399
+25% +$4.34M 3.68% 10
2026
Q1 		$17.7M Buy
233,623
+36,741
+19% +$2.78M 3.52% 10
2025
Q4 		$14.9M Buy
196,882
+21,458
+12% +$1.62M 3.1% 13
2025
Q3 		$13.3M Buy
+175,424
New +$13.2M 2.89% 14

Other funds holding VBIL

EF
Evanson Financial Mclean, Virginia $2.04B AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Whitaker-Myers Wealth Managers's VBIL Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 25% in Q2 2026, buying an estimated $4.34M and bringing the position to 291,022 shares worth $22M. The position accounts for 3.68% of the portfolio, ranked #10.

Whitaker-Myers Wealth Managers first reported a position in VBIL in Q3 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 291,022 shares of Vanguard 0-3 Month Treasury Bill ETF worth $22M as of Q2 2026.
  • Whitaker-Myers Wealth Managers bought 57,399 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $4.34M.
  • Vanguard 0-3 Month Treasury Bill ETF made up 3.68% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #10 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q3 2025 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.