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Gladstone Institutional Advisory’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Gladstone Institutional Advisory’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.04M Buy
13,337
+2,021
+18% +$579K 0.13% 174
2026
Q1 		$2.96M Buy
11,316
+1,936
+21% +$524K 0.11% 196
2025
Q4 		$2.42M Buy
9,380
+613
+7% +$157K 0.09% 226
2025
Q3 		$2.23M Buy
8,767
+232
+3% +$57.5K 0.09% 229
2025
Q2 		$2.02M Buy
8,535
+1,373
+19% +$306K 0.08% 238
2025
Q1 		$1.59M Sell
7,162
-343
-5% -$81.9K 0.07% 257
2024
Q4 		$1.8M Buy
7,505
+284
+4% +$69.9K 0.08% 239
2024
Q3 		$1.71M Buy
7,221
+627
+10% +$142K 0.08% 244
2024
Q2 		$1.44M Buy
6,594
+63
+1% +$13.8K 0.07% 262
2024
Q1 		$1.49M Sell
6,531
-652
-9% -$140K 0.08% 256
2023
Q4 		$1.53M Buy
7,183
+88
+1% +$17K 0.09% 229
2023
Q3 		$1.34M Sell
7,095
-845
-11% -$168K 0.09% 234
2023
Q2 		$1.58M Sell
7,940
-7,827
-50% -$1.48M 0.1% 217
2023
Q1 		$2.99M Sell
15,767
-1,421
-8% -$276K 0.19% 149
2022
Q4 		$3.15M Buy
17,188
+1,679
+11% +$311K 0.22% 130
2022
Q3 		$2.65M Sell
15,509
-406
-3% -$76.7K 0.21% 121
2022
Q2 		$2.8M Sell
15,915
-1,055
-6% -$204K 0.22% 114
2022
Q1 		$3.61M Buy
16,970
+4,419
+35% +$930K 0.24% 110
2021
Q4 		$2.84M Buy
12,551
+3,203
+34% +$728K 0.22% 125
2021
Q3 		$2.04M Buy
9,348
+7,088
+314% +$1.58M 0.2% 140
2021
Q2 		$509K Buy
2,260
+193
+9% +$42.8K 0.06% 297
2021
Q1 		$442K Buy
2,067
+336
+19% +$70.8K 0.07% 254
2020
Q4 		$337K Sell
1,731
-156
-8% -$27.5K 0.07% 211
2020
Q3 		$290K Sell
1,887
-6
-0.3% -$922 0.07% 215
2020
Q2 		$276K Sell
1,893
-59
-3% -$7.92K 0.07% 184
2020
Q1 		$225K Sell
1,952
-16
-0.8% -$2.4K 0.06% 233
2019
Q4 		$326K Sell
1,968
-1,767
-47% -$281K 0.08% 182
2019
Q3 		$575K Sell
3,735
-5,330
-59% -$826K 0.15% 124
2019
Q2 		$1.42M Buy
9,065
+2,400
+36% +$371K 0.43% 54
2019
Q1 		$1.02M Sell
6,665
-697
-9% -$104K 0.37% 60
2018
Q4 		$972K Buy
+7,362
New +$1.07M 0.57% 39

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 18% in Q2 2026, buying an estimated $579K and bringing the position to 13,337 shares worth $4.04M. The position accounts for 0.13% of the portfolio, ranked #174.

Gladstone Institutional Advisory first reported a position in VB in Q4 2018 and has held it in 31 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Gladstone Institutional Advisory held 13,337 shares of Vanguard Morningstar Small-Cap ETF worth $4.04M as of Q2 2026.
  • Gladstone Institutional Advisory bought 2,021 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $579K.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #174 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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