GI
VB icon

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
Q3 		$1.02M Hold
3,584
– – 0.03% 422
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

GAMMA Investing's VB Position: Q3 2026 in Review

GAMMA Investing held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 3,584 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #422.

GAMMA Investing first reported a position in VB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q2 2026. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • GAMMA Investing held 3,584 shares of Vanguard Morningstar Small-Cap ETF worth $1.02M as of Q3 2026.
  • GAMMA Investing left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #422 holding.
  • GAMMA Investing first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Vanguard Morningstar Small-Cap ETF position peaked at $1.09M in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.