Gibson Capital, LLC VTI holdings history
VG MORNINGSTAR TS MKT ETF-US · CUSIP 922908769 · CIK 1427372
As of 2026-06-30, Gibson Capital, LLC reported 844.46K VTI (shares), valued at $312.48M, or 51.27% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 0.84%; reported value increased 14.38%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 51.27% | 844,461 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 50.85% | 851,601 | SEC filing ↗Filed Apr 17, 2026 |
| Q4 2025 | 52.94% | 860,884 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 52.94% | 874,626 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 53.00% | 883,252 | SEC filing ↗Filed Jul 25, 2025 |
| Q1 2025 | 51.39% | 888,197 | SEC filing ↗Filed Apr 15, 2025Amended |
| Q4 2024 | 53.94% | 910,030 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 53.69% | 931,216 | SEC filing ↗Filed Oct 10, 2024 |
| Q2 2024 | 54.54% | 923,232 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | 54.69% | 962,821 | SEC filing ↗Filed Apr 17, 2024 |
| Q4 2023 | 53.68% | 965,083 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 55.47% | 966,210 | SEC filing ↗Filed Oct 27, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 55.47% | 966,210 | $205.23M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 27, 2023 |
| Q4 2023 | 53.68% | 965,083 | $228.94M | Shares decreased 0.12%; reported value increased 11.55%, and weight changed -1.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 54.69% | 962,821 | $250.24M | Shares decreased 0.23%; reported value increased 9.30%, and weight changed +1.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2024 |
| Q2 2024 | 54.54% | 923,232 | $246.97M | Shares decreased 4.11%; reported value decreased 1.30%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | 53.69% | 931,216 | $263.68M | Shares increased 0.86%; reported value increased 6.77%, and weight changed -0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2024 |
| Q4 2024 | 53.94% | 910,030 | $263.74M | Shares decreased 2.28%; reported value increased 0.02%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 51.39% | 888,197 | $244.11M | Shares decreased 2.40%; reported value decreased 7.44%, and weight changed -2.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 53.00% | 883,252 | $268.45M | Shares decreased 0.56%; reported value increased 9.97%, and weight changed +1.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q3 2025 | 52.94% | 874,626 | $287.03M | Shares decreased 0.98%; reported value increased 6.92%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 52.94% | 860,884 | $288.63M | Shares decreased 1.57%; reported value increased 0.56%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 50.85% | 851,601 | $273.20M | Shares decreased 1.08%; reported value decreased 5.34%, and weight changed -2.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2026 |
| Q2 2026 | 51.27% | 844,461 | $312.48M | Shares decreased 0.84%; reported value increased 14.38%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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