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

Gladstone Institutional Advisory’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.1M Buy
8,469
+47
+0.6% +$16K 0.1% 216
2026
Q1 		$2.55M Sell
8,422
-606
-7% -$190K 0.09% 225
2025
Q4 		$2.73M Buy
9,028
+129
+1% +$38.9K 0.1% 213
2025
Q3 		$2.65M Sell
8,899
-74
-0.8% -$21.4K 0.1% 202
2025
Q2 		$2.49M Buy
8,973
+1,268
+16% +$327K 0.1% 209
2025
Q1 		$1.94M Sell
7,705
-1,678
-18% -$465K 0.09% 234
2024
Q4 		$2.63M Sell
9,383
-2,110
-18% -$596K 0.12% 183
2024
Q3 		$3.07M Sell
11,493
-568
-5% -$146K 0.15% 164
2024
Q2 		$3.02M Sell
12,061
-4,258
-26% -$1.06M 0.16% 165
2024
Q1 		$4.25M Buy
16,319
+6,149
+60% +$1.51M 0.23% 117
2023
Q4 		$2.46M Buy
10,170
+1,302
+15% +$283K 0.14% 184
2023
Q3 		$1.9M Buy
8,868
+1,197
+16% +$272K 0.12% 189
2023
Q2 		$1.76M Buy
7,671
+4,990
+186% +$1.09M 0.11% 210
2023
Q1 		$580K Sell
2,681
-129
-5% -$27.9K 0.04% 374
2022
Q4 		$563K Buy
2,810
+341
+14% +$69.8K 0.04% 374
2022
Q3 		$482K Sell
2,469
-4,411
-64% -$947K 0.04% 402
2022
Q2 		$1.36M Buy
6,880
+3,084
+81% +$669K 0.11% 221
2022
Q1 		$942K Buy
3,796
+1,554
+69% +$383K 0.06% 301
2021
Q4 		$632K Buy
2,242
+919
+69% +$264K 0.05% 334
2021
Q3 		$371K Buy
1,323
+114
+9% +$32.6K 0.04% 392
2021
Q2 		$350K Sell
1,209
-12
-1% -$3.36K 0.04% 366
2021
Q1 		$335K Buy
1,221
+92
+8% +$25.9K 0.05% 302
2020
Q4 		$302K Buy
1,129
+12
+1% +$2.9K 0.06% 224
2020
Q3 		$240K Buy
+1,117
New +$236K 0.06% 231
2020
Q1 		– Sell
-1,921
Closed -$382K – 318
2019
Q4 		$382K Sell
1,921
-218
-10% -$41.4K 0.09% 165
2019
Q3 		$389K Sell
2,139
-290
-12% -$54K 0.1% 174
2019
Q2 		$452K Sell
2,429
-444
-15% -$80.8K 0.14% 148
2019
Q1 		$516K Sell
2,873
-349
-11% -$59.9K 0.19% 103
2018
Q4 		$485K Buy
+3,222
New +$531K 0.28% 83

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.56% in Q2 2026, buying an estimated $16K and bringing the position to 8,469 shares worth $3.1M. The position accounts for 0.1% of the portfolio, ranked #216.

Gladstone Institutional Advisory first reported a position in VBK in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.25M in Q1 2024. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Gladstone Institutional Advisory held 8,469 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.1M as of Q2 2026.
  • Gladstone Institutional Advisory bought 47 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $16K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.1% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #216 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Gladstone Institutional Advisory's Vanguard Morningstar Small-Cap Growth ETF position peaked at $4.25M in Q1 2024.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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