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Gimbal Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Gimbal Financial’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$219K Buy
668
+2
+0.3% +$632 0.13% 50
2025
Q2 		$202K Buy
+666
New +$187K 0.12% 46

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Gimbal Financial's VTI Position: Q3 2025 in Review

Gimbal Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.3% in Q3 2025, buying an estimated $632 and bringing the position to 668 shares worth $219K. The position accounts for 0.13% of the portfolio, ranked #50.

Gimbal Financial first reported a position in VTI in Q2 2025 and has held it in 2 quarters since. 3,247 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Gimbal Financial held 668 shares of Vanguard Morningstar Total Stock Market ETF worth $219K as of Q3 2025.
  • Gimbal Financial bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $632.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of Gimbal Financial's portfolio in Q3 2025, its #50 holding.
  • Gimbal Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 2 quarters since.
  • 3,247 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

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