Gladstone Institutional Advisory
VAW icon

Gladstone Institutional Advisory’s Vanguard Materials ETF VAW Stock Holding History

Gladstone Institutional Advisory’s Portfolio VAW Stock Details VAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$432K Buy
1,979
+17
+0.9% +$3.9K 0.01% 699
2026
Q2 		$449K Buy
1,962
+1
+0.1% +$232 0.01% 626
2026
Q1 		$442K Hold
1,961
– – 0.02% 565
2025
Q4 		$407K Sell
1,961
-40
-2% -$8.06K 0.02% 545
2025
Q3 		$410K Sell
2,001
-16
-0.8% -$3.25K 0.02% 573
2025
Q2 		$393K Sell
2,017
-66
-3% -$12.4K 0.02% 559
2025
Q1 		$393K Hold
2,083
– – 0.02% 529
2024
Q4 		$391K Sell
2,083
-9
-0.4% -$1.85K 0.02% 530
2024
Q3 		$442K Sell
2,092
-9
-0.4% -$1.8K 0.02% 486
2024
Q2 		$405K Sell
2,101
-139
-6% -$27.6K 0.02% 470
2024
Q1 		$458K Sell
2,240
-285
-11% -$54.1K 0.03% 432
2023
Q4 		$480K Buy
2,525
+186
+8% +$32.7K 0.03% 425
2023
Q3 		$403K Sell
2,339
-106
-4% -$19.2K 0.03% 427
2023
Q2 		$445K Sell
2,445
-217
-8% -$37.9K 0.03% 427
2023
Q1 		$473K Sell
2,662
-434
-14% -$77.6K 0.03% 419
2022
Q4 		$527K Sell
3,096
-1,745
-36% -$293K 0.04% 385
2022
Q3 		$718K Buy
4,841
+26
+0.5% +$4.29K 0.06% 331
2022
Q2 		$771K Sell
4,815
-25
-0.5% -$4.58K 0.06% 325
2022
Q1 		$939K Sell
4,840
-25
-0.5% -$4.67K 0.06% 302
2021
Q4 		$958K Buy
4,865
+2,079
+75% +$392K 0.07% 270
2021
Q3 		$483K Buy
+2,786
New +$506K 0.05% 335

Other funds holding VAW

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Gladstone Institutional Advisory's VAW Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Vanguard Materials ETF (VAW) stake by 0.87% in Q3 2026, buying an estimated $3.9K and bringing the position to 1,979 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #699.

Gladstone Institutional Advisory first reported a position in VAW in Q3 2021 and has held it in 21 quarters since. The position peaked at $958K in Q4 2021. 376 funds tracked by Wall St. Rank hold VAW as of Q3 2026.

  • Gladstone Institutional Advisory held 1,979 shares of Vanguard Materials ETF worth $432K as of Q3 2026.
  • Gladstone Institutional Advisory bought 17 Vanguard Materials ETF shares in Q3 2026, an estimated $3.9K.
  • Vanguard Materials ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #699 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Materials ETF in Q3 2021 and has held it in 21 quarters since.
  • Gladstone Institutional Advisory's Vanguard Materials ETF position peaked at $958K in Q4 2021.
  • 376 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.