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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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gimbal Financial's VO Position: Q3 2025 in Review

Gimbal Financial held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q3 2025 at 5,008 shares worth $368K. The position accounts for 0.22% of the portfolio, ranked #34.

Gimbal Financial first reported a position in VO in Q3 2024 and has held it in 5 quarters since. 2,219 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Gimbal Financial held 5,008 shares of Vanguard Morningstar Mid-Cap ETF worth $368K as of Q3 2025.
  • Gimbal Financial left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q3 2025.
  • Vanguard Morningstar Mid-Cap ETF made up 0.22% of Gimbal Financial's portfolio in Q3 2025, its #34 holding.
  • Gimbal Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • 2,219 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2025.

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