GI
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GAMMA Investing’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

GAMMA Investing’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Buy
3,584
+130
+4% +$37.3K 0.04% 373
2026
Q1 		$905K Sell
3,454
-69
-2% -$18.7K 0.04% 373
2025
Q4 		$909K Buy
3,523
+308
+10% +$78.9K 0.05% 348
2025
Q3 		$818K Hold
3,215
– – 0.05% 355
2025
Q2 		$762K Buy
3,215
+147
+5% +$32.8K 0.05% 344
2025
Q1 		$680K Buy
3,068
+2,657
+646% +$635K 0.05% 331
2024
Q4 		$98.8K Hold
411
– – 0.01% 1125
2024
Q3 		$97.5K Buy
411
+302
+277% +$68.6K 0.01% 1031
2024
Q2 		$23.8K Hold
109
– – ﹤0.01% 1738
2024
Q1 		$24.9K Hold
109
– – 0.01% 1488
2023
Q4 		$22.6K Buy
+109
New +$21K 0.01% 1410

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

GAMMA Investing's VB Position: Q2 2026 in Review

GAMMA Investing increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.8% in Q2 2026, buying an estimated $37.3K and bringing the position to 3,584 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #373.

GAMMA Investing first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • GAMMA Investing held 3,584 shares of Vanguard Morningstar Small-Cap ETF worth $1.09M as of Q2 2026.
  • GAMMA Investing bought 130 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $37.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of GAMMA Investing's portfolio in Q2 2026, its #373 holding.
  • GAMMA Investing first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.