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Gladstone Institutional Advisory’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Gladstone Institutional Advisory’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$514K Buy
3,885
+31
+0.8% +$3.95K 0.02% 583
2026
Q1 		$433K Buy
3,854
+49
+1% +$5.82K 0.02% 569
2025
Q4 		$460K Buy
3,805
+1
+0% +$120 0.02% 515
2025
Q3 		$451K Buy
3,804
+2
+0.1% +$228 0.02% 540
2025
Q2 		$417K Buy
3,802
+1,145
+43% +$115K 0.02% 542
2025
Q1 		$260K Sell
2,657
-190
-7% -$19.9K 0.01% 620
2024
Q4 		$299K Buy
2,847
+632
+29% +$66.3K 0.01% 585
2024
Q3 		$225K Sell
2,215
-2
-0.1% -$196 0.01% 628
2024
Q2 		$214K Sell
2,217
-354
-14% -$32.8K 0.01% 613
2024
Q1 		$240K Sell
2,571
-6
-0.2% -$534 0.01% 575
2023
Q4 		$219K Buy
+2,577
New +$203K 0.01% 605
2022
Q4 		– Sell
-21,511
Closed -$1.35M – 657
2022
Q3 		$1.35M Sell
21,511
-566
-3% -$39.7K 0.11% 225
2022
Q2 		$1.47M Buy
22,077
+112
+0.5% +$8.09K 0.12% 202
2022
Q1 		$1.78M Buy
21,965
+1,512
+7% +$122K 0.12% 200
2021
Q4 		$1.8M Buy
+20,453
New +$1.75M 0.14% 196

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Gladstone Institutional Advisory's ESGV Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.8% in Q2 2026, buying an estimated $3.95K and bringing the position to 3,885 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #583.

Gladstone Institutional Advisory first reported a position in ESGV in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.8M in Q4 2021. 261 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Gladstone Institutional Advisory held 3,885 shares of Vanguard ESG US Stock ETF worth $514K as of Q2 2026.
  • Gladstone Institutional Advisory bought 31 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $3.95K.
  • Vanguard ESG US Stock ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #583 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 15 quarters since.
  • Gladstone Institutional Advisory's Vanguard ESG US Stock ETF position peaked at $1.8M in Q4 2021.
  • 261 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.