Wrenne Financial Planning’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

Wrenne Financial Planning’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	14,783 -11,500	-44%	-$869K	0.38%	22
2026 Q1	$1.99M	Hold	26,283	–	–	0.78%	19
2025 Q4	$1.98M	Sell	26,283 -313	-1%	-$23.6K	0.81%	18
2025 Q3	$2.01M	Hold	26,596	–	–	0.86%	18
2025 Q2	$2.01M	Buy	26,596 +78	+0.3%	+$5.88K	0.94%	18
2025 Q1	$2M	Buy	+26,518	New	+$2M	1.06%	18

Other funds holding VBIL

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

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

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wrenne Financial Planning's VBIL Position: Q2 2026 in Review

Wrenne Financial Planning reduced its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 44% in Q2 2026, selling an estimated $869K and leaving 14,783 shares worth $1.12M. The position accounts for 0.38% of the portfolio, ranked #22.

Wrenne Financial Planning first reported a position in VBIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.01M in Q3 2025. 205 funds tracked by Wall St. Rank hold VBIL as of Q2 2026.

Wrenne Financial Planning held 14,783 shares of Vanguard 0-3 Month Treasury Bill ETF worth $1.12M as of Q2 2026.
Wrenne Financial Planning sold 11,500 Vanguard 0-3 Month Treasury Bill ETF shares in Q2 2026, an estimated $869K.
Vanguard 0-3 Month Treasury Bill ETF made up 0.38% of Wrenne Financial Planning's portfolio in Q2 2026, its #22 holding.
Wrenne Financial Planning first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q1 2025 and has held it in 6 quarters since.
Wrenne Financial Planning's Vanguard 0-3 Month Treasury Bill ETF position peaked at $2.01M in Q3 2025.
205 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.