Planned Solutions, Inc.
Position in VBIL — Vanguard 0-3 Month Treasury Bill ETF
CIK 1831332
FOLSOM, CA
Position in VBIL
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$4,909,004
-$29,398 QoQ
Shares Held
64,891
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VBIL Over Time
Shares Held
Position Value (USD)
All Filings in VBIL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,909,004 | 64,891 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $4,938,402 | 65,470 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,216,678 | 68,990 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,994,610 | 66,110 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||