EverSource Wealth Advisors LLC Decreases Stake in Vanguard 0-3 Month Treasury Bill ETF $VBIL

EverSource Wealth Advisors LLC reduced its holdings in shares of Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL) by 40.7% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 253,575 shares of the company’s stock after selling 174,122 shares during the quarter. EverSource Wealth Advisors LLC owned 0.29% of Vanguard 0-3 Month Treasury Bill ETF worth $19,183,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently modified their holdings of the business. IMA Advisory Services Inc. purchased a new position in Vanguard 0-3 Month Treasury Bill ETF in the 4th quarter worth about $37,000. Eastern Bank purchased a new stake in shares of Vanguard 0-3 Month Treasury Bill ETF during the 4th quarter valued at about $41,000. Dogwood Wealth Management LLC grew its stake in shares of Vanguard 0-3 Month Treasury Bill ETF by 19.3% in the fourth quarter. Dogwood Wealth Management LLC now owns 878 shares of the company’s stock worth $66,000 after acquiring an additional 142 shares during the period. Fiduciary Advisors Inc. purchased a new position in shares of Vanguard 0-3 Month Treasury Bill ETF during the fourth quarter valued at approximately $72,000. Finally, Northwestern Mutual Wealth Management Co. purchased a new position in shares of Vanguard 0-3 Month Treasury Bill ETF during the third quarter valued at approximately $78,000.

Vanguard 0-3 Month Treasury Bill ETF Stock Performance

Shares of VBIL stock opened at $75.68 on Wednesday. Vanguard 0-3 Month Treasury Bill ETF has a 12-month low of $75.31 and a 12-month high of $75.69. The firm’s 50 day moving average is $75.59 and its 200 day moving average is $75.56.

Vanguard 0-3 Month Treasury Bill ETF Cuts Dividend

The company also recently declared a monthly dividend, which was paid on Monday, July 6th. Stockholders of record on Wednesday, July 1st were issued a dividend of $0.2125 per share. This represents a c) annualized dividend and a dividend yield of 3.4%. The ex-dividend date of this dividend was Wednesday, July 1st.

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.