XY Planning Network
VBIL icon

XY Planning Network’s Vanguard 0-3 Month Treasury Bill ETF VBIL Stock Holding History

XY Planning Network’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 		$304K Buy
4,015
+525
+15% +$39.7K 0.03% 320
2026
Q2 		$264K Buy
+3,490
New +$264K 0.03% 300

Other funds holding VBIL

Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
FSA Investment Group
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Cypress Capital
Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return

XY Planning Network's VBIL Position: Q3 2026 in Review

XY Planning Network increased its Vanguard 0-3 Month Treasury Bill ETF (VBIL) stake by 15% in Q3 2026, buying an estimated $39.7K and bringing the position to 4,015 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #320.

XY Planning Network first reported a position in VBIL in Q2 2026 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold VBIL as of Q3 2026.

  • XY Planning Network held 4,015 shares of Vanguard 0-3 Month Treasury Bill ETF worth $304K as of Q3 2026.
  • XY Planning Network bought 525 Vanguard 0-3 Month Treasury Bill ETF shares in Q3 2026, an estimated $39.7K.
  • Vanguard 0-3 Month Treasury Bill ETF made up 0.03% of XY Planning Network's portfolio in Q3 2026, its #320 holding.
  • XY Planning Network first reported a position in Vanguard 0-3 Month Treasury Bill ETF in Q2 2026 and has held it in 2 quarters since.
  • 167 funds tracked by Wall St. Rank held Vanguard 0-3 Month Treasury Bill ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.