Ledgewood Wealth Advisors LLC Has $5.96 Million Stock Position in Vanguard 0-3 Month Treasury Bill ETF $VBIL

Ledgewood Wealth Advisors LLC boosted its holdings in shares of Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL) by 54.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 78,806 shares of the company’s stock after purchasing an additional 27,742 shares during the period. Vanguard 0-3 Month Treasury Bill ETF comprises approximately 3.2% of Ledgewood Wealth Advisors LLC’s investment portfolio, making the stock its 11th biggest position. Ledgewood Wealth Advisors LLC’s holdings in Vanguard 0-3 Month Treasury Bill ETF were worth $5,964,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Level Wealth Management LLC raised its holdings in shares of Vanguard 0-3 Month Treasury Bill ETF by 100.4% during the 4th quarter. Level Wealth Management LLC now owns 51,218 shares of the company’s stock worth $3,863,000 after buying an additional 25,654 shares in the last quarter. Successful Portfolios LLC boosted its stake in Vanguard 0-3 Month Treasury Bill ETF by 128.3% in the fourth quarter. Successful Portfolios LLC now owns 12,223 shares of the company’s stock valued at $923,000 after buying an additional 6,868 shares in the last quarter. LRI Investments LLC acquired a new stake in Vanguard 0-3 Month Treasury Bill ETF in the fourth quarter valued at about $16,382,000. Approach Retirement Advisors LLC bought a new position in Vanguard 0-3 Month Treasury Bill ETF in the fourth quarter valued at about $742,000. Finally, Nicholas Hoffman & Company LLC. grew its position in Vanguard 0-3 Month Treasury Bill ETF by 363.5% in the fourth quarter. Nicholas Hoffman & Company LLC. now owns 1,800,411 shares of the company’s stock valued at $135,805,000 after acquiring an additional 1,411,985 shares during the last quarter.

Vanguard 0-3 Month Treasury Bill ETF Price Performance

Shares of NASDAQ VBIL opened at $75.54 on Friday. Vanguard 0-3 Month Treasury Bill ETF has a 12 month low of $75.31 and a 12 month high of $75.73. The stock has a 50-day moving average price of $75.58 and a two-hundred day moving average price of $75.56.

Vanguard 0-3 Month Treasury Bill ETF Increases Dividend

The business also recently declared a monthly dividend, which was paid on Wednesday, August 5th. Investors of record on Monday, August 3rd were issued a dividend of $0.2255 per share. This is a boost from Vanguard 0-3 Month Treasury Bill ETF’s previous monthly dividend of $0.21. The ex-dividend date of this dividend was Monday, August 3rd. This represents a c) annualized dividend and a dividend yield of 3.6%.

Vanguard 0-3 Month Treasury Bill ETF Profile

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.