Gimbal Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gimbal Financial’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$514K	Sell	2,384 -152	-6%	-$31.9K	0.31%	28
2025 Q2	$519K	Sell	2,536 -269	-10%	-$52.1K	0.32%	23
2025 Q1	$544K	Buy	2,805 +2	+0.1%	+$398	0.49%	19
2024 Q4	$549K	Sell	2,803 -584	-17%	-$117K	0.45%	21
2024 Q3	$670K	Sell	3,387 -9	-0.3%	-$1.71K	0.44%	20
2024 Q2	$631K	Sell	3,396 -143	-4%	-$25.7K	0.46%	19
2024 Q1	$646K	Sell	3,539 -126	-3%	-$22.1K	0.53%	18
2023 Q4	$625K	Buy	+3,665	New	+$590K	0.63%	17

Other funds holding VIG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gimbal Financial's VIG Position: Q3 2025 in Review

Gimbal Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6% in Q3 2025, selling an estimated $31.9K and leaving 2,384 shares worth $514K. The position accounts for 0.31% of the portfolio, ranked #28.

Gimbal Financial first reported a position in VIG in Q4 2023 and has held it in 8 quarters since. The position peaked at $670K in Q3 2024. 2,331 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Gimbal Financial held 2,384 shares of Vanguard Dividend Appreciation ETF worth $514K as of Q3 2025.
Gimbal Financial sold 152 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $31.9K.
Vanguard Dividend Appreciation ETF made up 0.31% of Gimbal Financial's portfolio in Q3 2025, its #28 holding.
Gimbal Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 8 quarters since.
Gimbal Financial's Vanguard Dividend Appreciation ETF position peaked at $670K in Q3 2024.
2,331 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.