GAMMA Investing’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

GAMMA Investing’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.68M	Sell	21,416 -32	-0.1%	-$2.6K	0.06%	265
2026 Q2	$1.73M	Buy	21,448 +72	+0.3%	+$5.58K	0.06%	246
2026 Q1	$1.53M	Buy	21,376 +180	+0.8%	+$13.4K	0.07%	241
2025 Q4	$1.54M	Buy	21,196 +828	+4%	+$60.2K	0.08%	211
2025 Q3	$1.5M	Buy	20,368 +592	+3%	+$42.5K	0.08%	201
2025 Q2	$1.38M	Buy	19,776 +628	+3%	+$41.2K	0.09%	202
2025 Q1	$1.24M	Buy	19,148 +15,724	+459%	+$1.06M	0.09%	200
2024 Q4	$226K	Buy	3,424 +1,152	+51%	+$78.2K	0.02%	632
2024 Q3	$150K	Buy	2,272 +580	+34%	+$36.4K	0.01%	761
2024 Q2	$102K	Hold	1,692	–	–	0.01%	768
2024 Q1	$106K	Buy	1,692 +844	+100%	+$49.9K	0.02%	628
2023 Q4	$48.6K	Buy	+848	New	+$45.3K	0.01%	913

Other funds holding VO

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing's VO Position: Q3 2026 in Review

GAMMA Investing reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.15% in Q3 2026, selling an estimated $2.6K and leaving 21,416 shares worth $1.68M. The position accounts for 0.06% of the portfolio, ranked #265.

GAMMA Investing first reported a position in VO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.73M in Q2 2026. 354 funds tracked by Wall St. Rank hold VO as of Q3 2026.

GAMMA Investing held 21,416 shares of Vanguard Morningstar Mid-Cap ETF worth $1.68M as of Q3 2026.
GAMMA Investing sold 32 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $2.6K.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of GAMMA Investing's portfolio in Q3 2026, its #265 holding.
GAMMA Investing first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
GAMMA Investing's Vanguard Morningstar Mid-Cap ETF position peaked at $1.73M in Q2 2026.
354 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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