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

GAMMA Investing’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$303K Buy
1,551
+175
+13% +$35.8K 0.01% 1029
2026
Q2 		$272K Hold
1,376
– – 0.01% 1044
2026
Q1 		$254K Buy
1,376
+700
+104% +$131K 0.01% 952
2025
Q4 		$120K Hold
676
– – 0.01% 1445
2025
Q3 		$118K Hold
676
– – 0.01% 1376
2025
Q2 		$111K Hold
676
– – 0.01% 1361
2025
Q1 		$109K Hold
676
– – 0.01% 1183
2024
Q4 		$109K Buy
676
+228
+51% +$38.5K 0.01% 1049
2024
Q3 		$75.1K Hold
448
– – 0.01% 1202
2024
Q2 		$67.4K Buy
448
+153
+52% +$23.2K 0.01% 993
2024
Q1 		$46K Buy
295
+133
+82% +$19.5K 0.01% 1100
2023
Q4 		$23.1K Buy
+162
New +$21.8K 0.01% 1396

Other funds holding VOE

EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

GAMMA Investing's VOE Position: Q3 2026 in Review

GAMMA Investing increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 13% in Q3 2026, buying an estimated $35.8K and bringing the position to 1,551 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #1029.

GAMMA Investing first reported a position in VOE in Q4 2023 and has held it in 12 quarters since. 49 funds tracked by Wall St. Rank hold VOE as of Q3 2026.

  • GAMMA Investing held 1,551 shares of Vanguard Morningstar Mid-Cap Value ETF worth $303K as of Q3 2026.
  • GAMMA Investing bought 175 Vanguard Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $35.8K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1029 holding.
  • GAMMA Investing first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 49 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q3 2026.

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