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Gibbs Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Gibbs Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$307K Buy
+958
New +$321K 0.04% 387
2025
Q1 		– Sell
-975
Closed -$283K – 318
2024
Q4 		$283K Buy
975
+123
+14% +$35.9K 0.08% 239
2024
Q3 		$241K Buy
+852
New +$232K 0.08% 237

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gibbs Wealth Management's VTI Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026: 958 shares worth $307K. The stake represents 0.04% of the portfolio and ranks #387 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in VTI as recently as Q4 2024.

Gibbs Wealth Management first reported a position in VTI in Q3 2024 and has held it in 3 quarters since. 3,570 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Gibbs Wealth Management held 958 shares of Vanguard Morningstar Total Stock Market ETF worth $307K as of Q1 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Gibbs Wealth Management position in Q1 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.04% of Gibbs Wealth Management's portfolio in Q1 2026, its #387 holding.
  • Gibbs Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 3 quarters since.
  • 3,570 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.