Westfuller Advisors Doubles Down on Ultra-Short Treasuries With Second Cash ETF

2 hours ago 2

Sara Appino, The Motley Fool

Sun, February 1, 2026 astatine 4:57 PM CST 4 min read

According to a SEC filing dated January 21, 2026, Westfuller Advisors initiated a caller involvement successful Vanguard Institutional Index Fund - 0-3 Months Treasury Bill ETF (NASDAQ:VBIL), purchasing 42,962 shares. The estimated transaction worth was $3.24 million, based connected the mean closing terms for the quarter. The stake’s quarter-end worth besides totaled $3.24 million, reflecting some the acquisition and marketplace terms movements.

  • This was a caller presumption for the money and accounted for 1.31% of Westfuller Advisors, LLC’s 13F reportable AUM aft the trade.

  • Top 5 holdings aft the filing:

    • NYSEMKT: SGOV: $25.16 cardinal (10.2% of AUM)

    • NYSEMKT: VOO: $8.73 cardinal (3.5% of AUM)

    • NASDAQ: AAPL: $8.31 cardinal (3.4% of AUM)

    • NASDAQ: NVDA: $7.76 cardinal (3.1% of AUM)

    • NYSEMKT: NUBD: $7.04 cardinal (2.8% of AUM)

  • As of January 21, 2026, VBIL shares were priced astatine $75.57, up 3.9% implicit the past twelvemonth and 0.1% beneath the 52-week high.

  • The money reported an annualized dividend output of 3.11% arsenic of January 21, 2026.

Metric

Value

Price (as of marketplace adjacent 2026-01-21)

$75.57

Net Assets

$4.64 billion

Dividend Yield

3.56%

  • Offers vulnerability to short-term U.S. Treasury bills with maturities of 3 months oregon less, providing liquidity and superior preservation for investors.

  • Operates by tracking an scale of investment-grade Treasury bills, utilizing a sampling strategy to reflector the index's hazard and instrumentality characteristics.

  • Serves organization and idiosyncratic investors seeking low-risk, short-duration fixed income solutions and currency absorption alternatives.

Vanguard Institutional Index Fund - 0-3 Months Treasury Bill ETF provides investors with a conveyance for accessing the U.S. Treasury measure market, focusing connected securities with precise abbreviated maturities to minimize involvement complaint risk. The fund's disciplined, index-based attack aims to present stableness and liquidity, appealing to investors seeking superior preservation and predictable income. Its competitory borderline lies successful its low-cost operation and adherence to a transparent, rules-based concern process.

Westfuller Advisors' determination to adhd VBIL alongside its existing SGOV presumption reveals a portfolio heavy tilted toward ultra-short-term currency management. The firm's apical holding is SGOV astatine implicit 10% of assets, and present VBIL brings the combined Treasury measure allocation adjacent higher—a noteworthy antiaircraft stance for an equity-focused portfolio that besides holds Apple and Nvidia among its apical 5 positions.

Both ETFs are virtually identical, holding Treasury bills maturing successful 3 months oregon little with the aforesaid authorities backing and zero recognition risk. The cardinal quality is cost: VBIL charges a 0.07% disbursal ratio compared to SGOV's 0.09% fee. While that spread seems tiny, implicit clip it compounds, and Vanguard's way grounds suggests fees could driblet further. The funds present astir identical yields astir 3.5% and way antithetic but equivalent Treasury indexes.


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