Modern Wealth Management, LLC
Position in VBIL — Vanguard 0-3 Month Treasury Bill ETF
CIK 2001900
KANSAS CITY, MO
Position in VBIL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,864,750
+$3,344,657 QoQ
Shares Held
51,067
+642.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#44
of 110 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,864,750 | 51,067 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $520,093 | 6,875 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $512,546 | 6,795 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,985,826 | 65,937 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||