GI
VBR icon

GAMMA Investing’s Vanguard Small-Cap Value ETF VBR Stock Holding History

GAMMA Investing’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$144K Hold
593
– – 0.01% 1531
2026
Q1 		$129K Hold
593
– – 0.01% 1462
2025
Q4 		$126K Hold
593
– – 0.01% 1408
2025
Q3 		$124K Hold
593
– – 0.01% 1326
2025
Q2 		$116K Buy
593
+33
+6% +$6.11K 0.01% 1323
2025
Q1 		$104K Buy
560
+87
+18% +$17.2K 0.01% 1220
2024
Q4 		$93.7K Buy
+473
New +$97.1K 0.01% 1163

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

GAMMA Investing's VBR Position: Q2 2026 in Review

GAMMA Investing held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 593 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #1531.

GAMMA Investing first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • GAMMA Investing held 593 shares of Vanguard Small-Cap Value ETF worth $144K as of Q2 2026.
  • GAMMA Investing left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1531 holding.
  • GAMMA Investing first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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