SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in VBIL — Vanguard 0-3 Month Treasury Bill ETF
CIK 1794153
MINNEAPOLIS, MN
Position in VBIL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$932,386
+$183,744 QoQ
Shares Held
12,325
+24.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $932,386 | 12,325 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $748,642 | 9,925 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||