Ledgewood Wealth Advisors LLC Makes New $1.64 Million Investment in Vanguard 0-3 Month Treasury Bill ETF $VBIL

Ledgewood Wealth Advisors LLC acquired a new stake in Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 21,695 shares of the company’s stock, valued at approximately $1,640,000. Vanguard 0-3 Month Treasury Bill ETF accounts for approximately 1.0% of Ledgewood Wealth Advisors LLC’s investment portfolio, making the stock its 24th biggest position. Ledgewood Wealth Advisors LLC owned 0.05% of Vanguard 0-3 Month Treasury Bill ETF as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in VBIL. Fortitude Family Office LLC bought a new position in Vanguard 0-3 Month Treasury Bill ETF during the third quarter valued at about $30,000. Dogwood Wealth Management LLC raised its position in Vanguard 0-3 Month Treasury Bill ETF by 368.6% in the second quarter. Dogwood Wealth Management LLC now owns 403 shares of the company’s stock worth $30,000 after acquiring an additional 317 shares during the period. Strategic Investment Solutions Inc. IL purchased a new position in Vanguard 0-3 Month Treasury Bill ETF in the second quarter valued at about $94,000. Rise Advisors LLC bought a new position in shares of Vanguard 0-3 Month Treasury Bill ETF during the 2nd quarter valued at approximately $150,000. Finally, Joel Isaacson & Co. LLC bought a new position in shares of Vanguard 0-3 Month Treasury Bill ETF during the 2nd quarter valued at approximately $202,000.

Vanguard 0-3 Month Treasury Bill ETF Stock Up 0.0%

NASDAQ:VBIL opened at $75.49 on Friday. Vanguard 0-3 Month Treasury Bill ETF has a 12 month low of $75.01 and a 12 month high of $75.65. The firm’s 50 day moving average is $75.47 and its 200 day moving average is $75.49.

Vanguard 0-3 Month Treasury Bill ETF Increases Dividend

The company also recently announced a monthly dividend, which was paid on Monday, December 22nd. Shareholders of record on Thursday, December 18th were paid a $0.2315 dividend. The ex-dividend date was Thursday, December 18th. This is a boost from Vanguard 0-3 Month Treasury Bill ETF’s previous monthly dividend of $0.23. This represents a c) annualized dividend and a dividend yield of 3.7%.

About Vanguard 0-3 Month Treasury Bill ETF

The Vanguard 0-3 Month Treasury Bill ETF (VBIL) is an exchange-traded fund that is based on the Bloomberg 0-3M Treasury Bill index. The fund tracks an index of US Treasurys with maturities of one to three months, selected and weighted by market value. VBIL was launched on Feb 7, 2025 and is issued by Vanguard.