Gimbal Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Gimbal Financial’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$403K	Buy	+5,008	New	+$388K	0.25%	29
2025 Q3	$368K	Hold	5,008	–	–	0.22%	34
2025 Q2	$350K	Hold	5,008	–	–	0.22%	33
2025 Q1	$324K	Hold	5,008	–	–	0.29%	27
2024 Q4	$331K	Hold	5,008	–	–	0.27%	31
2024 Q3	$333K	Buy	+5,008	New	+$314K	0.22%	34

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Gimbal Financial's VO Position: Q2 2026 in Review

Gimbal Financial opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026: 5,008 shares worth $403K. The stake represents 0.25% of the portfolio and ranks #29 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in VO as recently as Q3 2025.

Gimbal Financial first reported a position in VO in Q3 2024 and has held it in 6 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Gimbal Financial held 5,008 shares of Vanguard Morningstar Mid-Cap ETF worth $403K as of Q2 2026.
Vanguard Morningstar Mid-Cap ETF was a new Gimbal Financial position in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.25% of Gimbal Financial's portfolio in Q2 2026, its #29 holding.
Gimbal Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 6 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.