Roehl & Yi Investment Advisors, LLC
Position in VBIL — Vanguard 0-3 Month Treasury Bill ETF
CIK 2097566
Eugene, OR
Position in VBIL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,677,383
-$1,474,462 QoQ
Shares Held
167,513
-10.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.62%
of 13F equity value
Holder Rank
#24
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 | $12,677,383 | 167,513 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,151,845 | 187,070 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,018,188 | 199,101 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,700,975 | 167,969 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||