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GAMMA Investing’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

GAMMA Investing’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$346K Hold
983
– – 0.01% 931
2026
Q2 		$338K Hold
983
– – 0.01% 880
2026
Q1 		$294K Sell
983
-5
-0.5% -$1.56K 0.01% 859
2025
Q4 		$311K Hold
988
– – 0.02% 743
2025
Q3 		$304K Buy
988
+529
+115% +$157K 0.02% 712
2025
Q2 		$131K Hold
459
– – 0.01% 1225
2025
Q1 		$118K Hold
459
– – 0.01% 1124
2024
Q4 		$124K Hold
459
– – 0.01% 954
2024
Q3 		$121K Buy
459
+256
+126% +$64.9K 0.01% 879
2024
Q2 		$50.7K Buy
+203
New +$48.8K 0.01% 1191

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

GAMMA Investing's VV Position: Q3 2026 in Review

GAMMA Investing held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 983 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #931.

GAMMA Investing first reported a position in VV in Q2 2024 and has held it in 10 quarters since. 87 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • GAMMA Investing held 983 shares of Vanguard Morningstar Large-Cap ETF worth $346K as of Q3 2026.
  • GAMMA Investing left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #931 holding.
  • GAMMA Investing first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 10 quarters since.
  • 87 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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