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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
2026
Q2 		$250K Buy
+676
New +$242K 0.15% 47
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

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gimbal Financial's VTI Position: Q2 2026 in Review

Gimbal Financial opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 676 shares worth $250K. The stake represents 0.15% of the portfolio and ranks #47 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in VTI as recently as Q3 2025.

Gimbal Financial first reported a position in VTI in Q2 2025 and has held it in 3 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Gimbal Financial held 676 shares of Vanguard Morningstar Total Stock Market ETF worth $250K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Gimbal Financial position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of Gimbal Financial's portfolio in Q2 2026, its #47 holding.
  • Gimbal Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 3 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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