Waverly Advisors, LLC
Position in VBIL — Vanguard 0-3 Month Treasury Bill ETF
CIK 1568787
BIRMINGHAM, AL
Position in VBIL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,121,047
-$215,688 QoQ
Shares Held
14,813
-16.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#67
of 110 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VBIL Over Time
Shares Held
Position Value (USD)
All Filings in VBIL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,121,047 | 14,813 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,336,735 | 17,670 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,266,017 | 16,784 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $830,252 | 10,980 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $681,309 | 9,018 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||