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GAMMA Investing’s Vanguard Morningstar Growth ETF VUG Stock Holding History

GAMMA Investing’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.33M Buy
25,854
+1,308
+5% +$114K 0.08% 193
2026
Q2 		$2.11M Buy
24,546
+162
+0.7% +$13.6K 0.08% 202
2026
Q1 		$1.78M Buy
24,384
+48
+0.2% +$3.73K 0.08% 216
2025
Q4 		$1.98M Sell
24,336
-2,610
-10% -$212K 0.1% 167
2025
Q3 		$2.15M Buy
26,946
+1,026
+4% +$78.4K 0.12% 143
2025
Q2 		$1.89M Buy
25,920
+3,846
+17% +$253K 0.12% 151
2025
Q1 		$1.36M Buy
22,074
+4,404
+25% +$297K 0.1% 177
2024
Q4 		$1.21M Buy
17,670
+3,864
+28% +$260K 0.1% 172
2024
Q3 		$883K Buy
13,806
+1,374
+11% +$85.2K 0.09% 212
2024
Q2 		$775K Buy
12,432
+1,056
+9% +$61.6K 0.11% 169
2024
Q1 		$653K Sell
11,376
-30
-0.3% -$1.65K 0.13% 140
2023
Q4 		$604K Buy
+11,406
New +$551K 0.16% 106

Other funds holding VUG

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

GAMMA Investing's VUG Position: Q3 2026 in Review

GAMMA Investing increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.3% in Q3 2026, buying an estimated $114K and bringing the position to 25,854 shares worth $2.33M. The position accounts for 0.08% of the portfolio, ranked #193.

GAMMA Investing first reported a position in VUG in Q4 2023 and has held it in 12 quarters since. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • GAMMA Investing held 25,854 shares of Vanguard Morningstar Growth ETF worth $2.33M as of Q3 2026.
  • GAMMA Investing bought 1,308 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $114K.
  • Vanguard Morningstar Growth ETF made up 0.08% of GAMMA Investing's portfolio in Q3 2026, its #193 holding.
  • GAMMA Investing first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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