Gimbal Financial’s Vanguard Morningstar Value ETF VTV Stock Holding History

Gimbal Financial’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$327K	Buy	+1,500	New	+$313K	0.2%	34
2025 Q3	$280K	Hold	1,500	–	–	0.17%	43
2025 Q2	$265K	Hold	1,500	–	–	0.16%	40
2025 Q1	$259K	Hold	1,500	–	–	0.23%	34
2024 Q4	$254K	Hold	1,500	–	–	0.21%	40
2024 Q3	$262K	Buy	+1,500	New	+$251K	0.17%	39

Other funds holding VTV

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Gimbal Financial's VTV Position: Q2 2026 in Review

Gimbal Financial opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2026: 1,500 shares worth $327K. The stake represents 0.2% of the portfolio and ranks #34 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in VTV as recently as Q3 2025.

Gimbal Financial first reported a position in VTV in Q3 2024 and has held it in 6 quarters since. 2,785 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Gimbal Financial held 1,500 shares of Vanguard Morningstar Value ETF worth $327K as of Q2 2026.
Vanguard Morningstar Value ETF was a new Gimbal Financial position in Q2 2026.
Vanguard Morningstar Value ETF made up 0.2% of Gimbal Financial's portfolio in Q2 2026, its #34 holding.
Gimbal Financial first reported a position in Vanguard Morningstar Value ETF in Q3 2024 and has held it in 6 quarters since.
2,785 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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