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VBIL Institutional Ownership

Vanguard 0-3 Month Treasury Bill ETF
1W: +0.1% 1M: +0.1% 3M: +0.0% YTD: +0.7% 1Y: +1.1%
$75.54
+0.03 (+0.04%)
 
Weekly Expected Move ±0.2%
$75 $75 $76 $76 $76
ETF NASDAQ · AUM $9.4B

Institutional Ownership — VBIL

443
Institutional Holders
+82 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
102
New Positions
164
Increased
150
Reduced
31
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (456 total)

# Holder Shares Value Change Change % Holding Period Filing
1 WIT, LLC 5,483,220 $414M +2,835,788 +107.1% 2Q SEC ↗
2 Elm Partners Management LLC 3,821,836 $289M +1,979,216 +107.4% 3Q SEC ↗
3 Oxbow Advisors, LLC 2,473,459 $187M +187,762 +8.2% 4Q SEC ↗
4 Atomic Invest LLC 2,381,031 $180M +2,238,470 +1570.2% 1Q SEC ↗
5 MORGAN STANLEY 2,295,655 $173M +1,356,573 +144.5% 4Q SEC ↗
6 BANK OF AMERICA CORP /DE 2,038,414 $154M +625,551 +44.3% 5Q SEC ↗
7 Evanson Financial, LLC NEW 2,015,129 $152M — +0.0% 1Q SEC ↗
8 Evanson Asset Management, LLC 1,879,681 $142M -24,437 -1.3% 4Q SEC ↗
9 Nicholas Hoffman & Company, LLC. 1,417,380 $107M -947,638 -40.1% 5Q SEC ↗
10 SCS Capital Management LLC 1,375,765 $104M -108,078 -7.3% 4Q SEC ↗
11 Randolph Co Inc NEW 995,026 $75M — +0.0% 1Q SEC ↗
12 ARMSTRONG ADVISORY GROUP, INC 967,024 $73M -258,400 -21.1% 5Q SEC ↗
13 FSA Investment Group, LLC 888,079 $67M +80,425 +10.0% 2Q SEC ↗
14 UBS Group AG 830,196 $63M -194,676 -19.0% 5Q SEC ↗
15 ROYAL BANK OF CANADA 791,710 $60M -150,450 -16.0% 6Q SEC ↗
16 AWM CAPITAL, LLC 698,414 $53M +304,175 +77.2% 3Q SEC ↗
17 Bridgewealth Advisory Group, LLC 686,345 $52M -106,883 -13.5% 6Q SEC ↗
18 BetterWealth, LLC 682,813 $52M +27,706 +4.2% 4Q SEC ↗
19 GREENHAVEN ASSOCIATES INC 662,000 $50M -534,425 -44.7% 4Q SEC ↗
20 Family Manage LLC NEW 639,028 $48M — +0.0% 1Q SEC ↗
21 PNC Financial Services Group, Inc. 629,035 $48M +628,774 +240909.6% 4Q SEC ↗
22 Bragg Financial Advisors, Inc 606,182 $46M +380 +0.1% 5Q SEC ↗
23 BANK OF MONTREAL /CAN NEW 600,000 $45M — +0.0% 1Q SEC ↗
24 LPL Financial LLC 570,543 $43M +93,079 +19.5% 4Q SEC ↗
25 Altiora Financial Group, LLC 477,767 $36M +101,487 +27.0% 3Q SEC ↗
26 Mirae Asset Global Investments Co., Lt NEW 477,000 $36M — +0.0% 1Q SEC ↗
27 Cypress Capital, LLC 454,572 $34M -9,704 -2.1% 5Q SEC ↗
28 Pathway Financial Advisors LLC 412,146 $31M +28,629 +7.5% 6Q SEC ↗
29 Apella Capital, LLC 411,969 $31M -42,632 -9.4% 5Q SEC ↗
30 Fortitude Family Office, LLC 393,282 $30M +56,855 +16.9% 4Q SEC ↗
31 ANDERSON HOAGLAND & CO 375,921 $28M +263,642 +234.8% 5Q SEC ↗
32 AE Wealth Management LLC NEW 359,477 $27M — +0.0% 1Q SEC ↗
33 Twin Lakes Capital Management, LLC 345,541 $26M +342,878 +12875.6% 2Q SEC ↗
34 Blume Capital Management, Inc. 337,853 $26M +142,804 +73.2% 3Q SEC ↗
35 RAYMOND JAMES FINANCIAL INC 337,174 $25M +80,277 +31.2% 5Q SEC ↗
36 Kohmann Bosshard Financial Services, L 333,308 $25M +287,570 +628.7% 2Q SEC ↗
37 Cardinal Point Capital Management ULC 320,743 $24M +47,638 +17.4% 2Q SEC ↗
38 ENVESTNET ASSET MANAGEMENT INC 316,787 $24M +43,201 +15.8% 6Q SEC ↗
39 Red Wave Investments LLC 312,941 $24M +31,146 +11.1% 5Q SEC ↗
40 TRUIST FINANCIAL CORP 307,599 $23M -221,502 -41.9% 5Q SEC ↗
41 CreativeOne Wealth, LLC 304,976 $23M +50,919 +20.0% 5Q SEC ↗
42 THOMPSON SIEGEL & WALMSLEY LLC 296,971 $22M +31,648 +11.9% 4Q SEC ↗
43 JIM SAULNIER & ASSOCIATES, LLC 295,874 $22M +111,083 +60.1% 6Q SEC ↗
44 Fort Point Capital Partners LLC 294,437 $22M +211,949 +256.9% 5Q SEC ↗
45 Whitaker-Myers Wealth Managers, LTD. 291,022 $22M +57,399 +24.6% 4Q SEC ↗
46 Goodman Financial Corp 278,340 $21M +267,620 +2496.5% 2Q SEC ↗
47 First Pacific Advisors, LP 260,280 $20M +170,121 +188.7% 2Q SEC ↗
48 Garde Capital, Inc. 252,241 $19M -50,553 -16.7% 2Q SEC ↗
49 Corient Private Wealth LP 235,241 $18M +161,160 +217.5% 5Q SEC ↗
50 Gross & Hartman Investments LLC 232,718 $18M +75,221 +47.8% 3Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
WIT, LLC +2,835,788 +107.1% 5,483,220
Atomic Invest LLC +2,238,470 +1570.2% 2,381,031
Elm Partners Management LLC +1,979,216 +107.4% 3,821,836
MORGAN STANLEY +1,356,573 +144.5% 2,295,655
PNC Financial Services Group, Inc. +628,774 +240909.6% 629,035
BANK OF AMERICA CORP /DE +625,551 +44.3% 2,038,414
Twin Lakes Capital Management, LLC +342,878 +12875.6% 345,541
AWM CAPITAL, LLC +304,175 +77.2% 698,414
Kohmann Bosshard Financial Services +287,570 +628.7% 333,308
Goodman Financial Corp +267,620 +2496.5% 278,340
ANDERSON HOAGLAND & CO +263,642 +234.8% 375,921
Fort Point Capital Partners LLC +211,949 +256.9% 294,437
Oxbow Advisors, LLC +187,762 +8.2% 2,473,459
First Pacific Advisors, LP +170,121 +188.7% 260,280
Corient Private Wealth LP +161,160 +217.5% 235,241
Blume Capital Management, Inc. +142,804 +73.2% 337,853
JBR Co Financial Management Inc +126,690 +180.6% 196,853
JIM SAULNIER & ASSOCIATES, LLC +111,083 +60.1% 295,874
Altiora Financial Group, LLC +101,487 +27.0% 477,767
LPL Financial LLC +93,079 +19.5% 570,543
Biggest Decreases (20)
HolderReducedChange %Total Shares
Nicholas Hoffman & Company, LLC. -947,638 -40.1% 1,417,380
GREENHAVEN ASSOCIATES INC -534,425 -44.7% 662,000
ARMSTRONG ADVISORY GROUP, INC -258,400 -21.1% 967,024
Symmetry Partners, LLC -254,598 -93.2% 18,496
TRUIST FINANCIAL CORP -221,502 -41.9% 307,599
UBS Group AG -194,676 -19.0% 830,196
ROYAL BANK OF CANADA -150,450 -16.0% 791,710
SCS Capital Management LLC -108,078 -7.3% 1,375,765
Bridgewealth Advisory Group, LLC -106,883 -13.5% 686,345
LRI Investments, LLC -105,149 -48.0% 113,999
SYKON CAPITAL LLC -101,753 -30.8% 228,655
AQR CAPITAL MANAGEMENT LLC -74,024 -39.6% 112,943
Astra Wealth Partners LLC -67,292 -75.8% 21,468
EverSource Wealth Advisors, LLC -59,043 -23.3% 194,532
Rossmore Private Capital -52,417 -20.6% 202,544
Garde Capital, Inc. -50,553 -16.7% 252,241
Clear Creek Financial Management, L -50,130 -20.6% 192,880
Cresset Asset Management, LLC -48,782 -54.1% 41,466
Apella Capital, LLC -42,632 -9.4% 411,969
BENJAMIN EDWARDS INC -31,544 -19.0% 134,338

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms