SJS Investment Boosts Ultra-Short Treasury Position by $6.39 Million

2 hours ago 4

Sara Appino, The Motley Fool

Sun, February 1, 2026 astatine 3:32 PM CST 4 min read

According to its SEC filing dated January 21, 2026, SJS Investment Consulting  bought 84,687 shares of Vanguard Institutional Index Fund - 0-3 Months Treasury Bill ETF (NASDAQ:VBIL). The transaction’s estimated worth is $6.39 million, based connected the mean closing terms during the 4th fourth of 2025. The fund’s VBIL presumption ended the 4th with a full worth of $9.07 million, up $6.38 cardinal from the erstwhile period.

  • This bargain accrued the fund’s VBIL involvement to 1.15% of its 13F reportable assets nether management.

  • Top holdings aft the filing:

    • NYSEMKT:DFAC: $360.73 cardinal (45.6% of AUM)

    • NYSEMKT:DFIC: $65.15 cardinal (8.2% of AUM)

    • NYSEMKT:DUSB: $32.56 cardinal (4.1% of AUM)

    • NASDAQ:VCRB: $30.00 cardinal (3.8% of AUM)

    • NYSEMKT:DFSD: $21.18 cardinal (2.7% of AUM)

  • As of January 20, 2026, VBIL shares were priced astatine $75.56, up 3.9% implicit the past year; the fund’s annualized dividend output is 3.11%.

  • VBIL closed 0.11% beneath its 52-week precocious arsenic of January 20, 2026.

  • SJS Investment Consulting Inc. reported 2,087 positions and full 13F reportable AUM of $790.38 cardinal arsenic of December 31, 2025.

Metric

Value

Price (as of marketplace adjacent 2026-01-20)

$75.56

Expense Ratio

0.07%

Dividend Yield

3.56%

  • Offers vulnerability to short-term U.S. Treasury bills with maturities of 3 months oregon less, chiefly done a passively managed exchange-traded money structure.

  • Operates by tracking a marketplace value-weighted index, employing a sampling strategy to replicate the hazard and instrumentality characteristics of the underlying benchmark.

  • Serves organization and idiosyncratic investors seeking low-cost, liquid entree to high-quality authorities securities.

Vanguard Institutional Index Fund - 0-3 Months Treasury Bill ETF provides investors with businesslike entree to the U.S. Treasury measure market, focusing connected securities with ultra-short maturities to minimize involvement complaint hazard and support precocious liquidity. The fund's disciplined, index-tracking attack is designed to present accordant returns that intimately reflector its benchmark, appealing to those seeking low-cost, unchangeable fixed income exposure. Its competitory vantage lies successful its transparent operation and committedness to tracking high-quality, short-duration authorities indebtedness instruments.

SJS Investment Consulting's determination to much than treble its Treasury measure presumption signals a antiaircraft displacement successful currency absorption strategy. The firm, which concentrates heavy successful actively managed ETFs with implicit $360 cardinal successful its largest equity holding, could beryllium gathering up its shortest-duration holdings arsenic a harmless harbor.


Read Entire Article