Level Wealth Management LLC
Position in VBIL — Vanguard 0-3 Month Treasury Bill ETF
CIK 2036775
GREENSBORO, NC
Position in VBIL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,098,565
+$235,192 QoQ
Shares Held
54,178
+5.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,098,565 | 54,178 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,863,373 | 51,218 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,933,021 | 25,564 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||