WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Position in VBIL — Vanguard 0-3 Month Treasury Bill ETF
CIK 752365
SOUTH BEND, IN
Position in VBIL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$256,706
-$216,636 QoQ
Shares Held
3,392
-45.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#93
of 110 holders
Holding Since
Dec 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,706 | 3,392 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $473,342 | 6,257 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $743,513 | 9,857 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||