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 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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

GAMMA Investing's VBK Position: Q2 2026 in Review

GAMMA Investing increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 86% in Q2 2026, buying an estimated $43.6K and bringing the position to 276 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

GAMMA Investing first reported a position in VBK in Q1 2024 and has held it in 10 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

GAMMA Investing held 276 shares of Vanguard Morningstar Small-Cap Growth ETF worth $101K as of Q2 2026.
GAMMA Investing bought 128 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $43.6K.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #1798 holding.
GAMMA Investing first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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