Gibson Capital’s Vanguard Morningstar Value ETF VTV Stock Holding History

Gibson Capital’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
2025 Q2	–	Sell	-1,487	Closed	-$257K	–	84
2025 Q1	$257K	Buy	+1,487	New	+$259K	0.05%	63
2020 Q1	–	Sell	-12,591	Closed	-$1.5M	–	40
2019 Q4	$1.5M	Hold	12,591	–	–	0.51%	11
2019 Q3	$1.4M	Buy	+12,591	New	+$1.39M	0.51%	10
2016 Q1	–	Sell	-10,340	Closed	-$842K	–	34
2015 Q4	$842K	Hold	10,340	–	–	0.3%	16
2015 Q3	$793K	Hold	10,340	–	–	0.26%	18
2015 Q2	$861K	Hold	10,340	–	–	0.26%	18
2015 Q1	$865K	Buy	+10,340	New	+$869K	0.26%	20

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Gibson Capital's VTV Position: Q2 2025 in Review

Gibson Capital sold out of Vanguard Morningstar Value ETF (VTV) in Q2 2025, closing a stake of 1,487 shares — an estimated $257K sold.

Gibson Capital first reported a position in VTV in Q1 2015 and held it in 7 quarters. The position peaked at $1.5M in Q4 2019. 2,404 funds tracked by Wall St. Rank hold VTV as of Q2 2025.

Gibson Capital reported no remaining Vanguard Morningstar Value ETF position as of Q2 2025 after selling out during the quarter.
Gibson Capital sold 1,487 Vanguard Morningstar Value ETF shares in Q2 2025, an estimated $257K.
Gibson Capital first reported a position in Vanguard Morningstar Value ETF in Q1 2015 and held it in 7 quarters.
Gibson Capital's Vanguard Morningstar Value ETF position peaked at $1.5M in Q4 2019.
2,404 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2025.

Based on Gibson Capital's 13F filing for Q2 2025, filed 25 Jul 2025.