Gross & Hartman Investments LLC VBIL — VANGUARD 0 3 MONTH TREASURY ETF

Ownership history in Gross & Hartman Investments LLC  ·  3 quarters on record

AI Ownership Summary

Gross & Hartman Investments LLC reported VANGUARD 0 3 MONTH TREASURY ETF (VBIL) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 7.82% in 2026 Q3. The latest visible filing shows VBIL at 7.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VBIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gross & Hartman Investments LLC's position in VANGUARD 0 3 MONTH TREASURY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

VBIL was reported at 7.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.82% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gross & Hartman Investments LLC held VBIL — position size vs. price
% of Fund (quarterly)    VBIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 238,555 +5,837 +2.5% 7.82% $18.1M 2026-11-10 $75.61
2026 Q2 ADDED — — — 232,718 +103,229 +79.7% 7.78% $17.6M 2026-08-13 $74.91
2026 Q1 INITIATED — — — 129,489 — — 5.57% $9.8M 2026-05-15 $74.26

FAQ About Gross & Hartman Investments LLC and VBIL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gross & Hartman Investments LLC reported owning VBIL?

Gross & Hartman Investments LLC reported VBIL across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported VBIL position in Gross & Hartman Investments LLC's portfolio?

The largest reported portfolio weight for VBIL was 7.82% in 2026 Q3.

What is the latest reported VBIL position on this page?

The most recent filing on this page is 2026 Q3, when Gross & Hartman Investments LLC reported 238,555 shares, equal to 7.82% of portfolio, with an estimated market value of $18.1M.

What does the chart on this VBIL ownership page compare?

The chart compares Gross & Hartman Investments LLC's quarterly VBIL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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