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Gibbs Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Gibbs Wealth Management’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$454K Buy
+2,312
New +$463K 0.06% 328
2025
Q3 		– Sell
-1,139
Closed -$201K – 382
2025
Q2 		$201K Buy
+1,139
New +$192K 0.04% 357

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Gibbs Wealth Management opened a new position in Vanguard Morningstar Value ETF (VTV) in Q1 2026: 2,312 shares worth $454K. The stake represents 0.06% of the portfolio and ranks #328 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in VTV as recently as Q2 2025.

Gibbs Wealth Management first reported a position in VTV in Q2 2025 and has held it in 2 quarters since. 2,711 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Gibbs Wealth Management held 2,312 shares of Vanguard Morningstar Value ETF worth $454K as of Q1 2026.
  • Vanguard Morningstar Value ETF was a new Gibbs Wealth Management position in Q1 2026.
  • Vanguard Morningstar Value ETF made up 0.06% of Gibbs Wealth Management's portfolio in Q1 2026, its #328 holding.
  • Gibbs Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q2 2025 and has held it in 2 quarters since.
  • 2,711 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

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