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
Q3 		$24.4M Buy
322,457
+31,435
+11% +$2.38M 3.98% 9
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

FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SBA
Seven Bridges Advisors New York $221M AUM
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

Whitaker-Myers Wealth Managers's VBIL Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 11% in Q3 2026, buying an estimated $2.38M and bringing the position to 322,457 shares worth $24.4M. The position accounts for 3.98% of the portfolio, ranked #9.

Whitaker-Myers Wealth Managers first reported a position in VBIL in Q3 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold VBIL as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 322,457 shares of Vanguard 0-3 Month Treasury Bill ETF worth $24.4M as of Q3 2026.
  • Whitaker-Myers Wealth Managers bought 31,435 Vanguard 0-3 Month Treasury Bill ETF shares in Q3 2026, an estimated $2.38M.
  • Vanguard 0-3 Month Treasury Bill ETF made up 3.98% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #9 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 5 quarters since.
  • 27 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.