GAMMA Investing’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

GAMMA Investing’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$93.2K	Hold	276	–	–	﹤0.01%	1924
2026 Q2	$101K	Buy	276 +128	+86%	+$43.6K	﹤0.01%	1798
2026 Q1	$44.7K	Sell	148 -93	-39%	-$29.2K	﹤0.01%	2251
2025 Q4	$72.8K	Hold	241	–	–	﹤0.01%	1805
2025 Q3	$71.7K	Hold	241	–	–	﹤0.01%	1750
2025 Q2	$66.7K	Buy	241 +93	+63%	+$23.9K	﹤0.01%	1726
2025 Q1	$37.3K	Buy	148 +11	+8%	+$3.05K	﹤0.01%	2000
2024 Q4	$38.4K	Hold	137	–	–	﹤0.01%	1856
2024 Q3	$36.6K	Sell	137 -15	-10%	-$3.84K	﹤0.01%	1712
2024 Q2	$38K	Buy	152 +15	+11%	+$3.74K	0.01%	1386
2024 Q1	$35.7K	Buy	+137	New	+$33.7K	0.01%	1252

Other funds holding VBK

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

GAMMA Investing's VBK Position: Q3 2026 in Review

GAMMA Investing held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 276 shares worth $93.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

GAMMA Investing first reported a position in VBK in Q1 2024 and has held it in 11 quarters since. The position peaked at $101K in Q2 2026. 75 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

GAMMA Investing held 276 shares of Vanguard Morningstar Small-Cap Growth ETF worth $93.2K as of Q3 2026.
GAMMA Investing left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1924 holding.
GAMMA Investing first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and has held it in 11 quarters since.
GAMMA Investing's Vanguard Morningstar Small-Cap Growth ETF position peaked at $101K in Q2 2026.
75 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

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