Gladstone Institutional Advisory’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Gladstone Institutional Advisory’s Portfolio VCR Stock Details VCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$531K	Buy	1,340 +251	+23%	+$97.5K	0.02%	575
2026 Q1	$391K	Buy	1,089 +489	+82%	+$189K	0.01%	595
2025 Q4	$236K	Hold	600	–	–	0.01%	710
2025 Q3	$238K	Sell	600 -21	-3%	-$8K	0.01%	719
2025 Q2	$225K	Sell	621 -40	-6%	-$13.6K	0.01%	684
2025 Q1	$215K	Sell	661 -4,620	-87%	-$1.67M	0.01%	674
2024 Q4	$1.98M	Hold	5,281	–	–	0.09%	223
2024 Q3	$1.8M	Buy	5,281 +228	+5%	+$72.8K	0.09%	240
2024 Q2	$1.58M	Buy	5,053 +96	+2%	+$29.4K	0.08%	250
2024 Q1	$1.58M	Buy	4,957 +113	+2%	+$34.5K	0.09%	246
2023 Q4	$1.48M	Sell	4,844 -19	-0.4%	-$5.29K	0.08%	236
2023 Q3	$1.31M	Sell	4,863 -362	-7%	-$103K	0.08%	236
2023 Q2	$1.48M	Buy	5,225 +28	+0.5%	+$7.22K	0.09%	226
2023 Q1	$1.31M	Sell	5,197 -56	-1%	-$13.6K	0.09%	244
2022 Q4	$1.15M	Buy	5,253 +237	+5%	+$55.5K	0.08%	259
2022 Q3	$1.18M	Sell	5,016 -210	-4%	-$54.3K	0.09%	244
2022 Q2	$1.19M	Buy	5,226 +81	+2%	+$21.2K	0.09%	242
2022 Q1	$1.57M	Buy	5,145 +469	+10%	+$143K	0.11%	216
2021 Q4	$1.59M	Buy	+4,676	New	+$1.57M	0.12%	215

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard Consumer Discretionary ETF (VCR) stake by 23% in Q2 2026, buying an estimated $97.5K and bringing the position to 1,340 shares worth $531K. The position accounts for 0.02% of the portfolio, ranked #575.

Gladstone Institutional Advisory first reported a position in VCR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.98M in Q4 2024. 577 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Gladstone Institutional Advisory held 1,340 shares of Vanguard Consumer Discretionary ETF worth $531K as of Q2 2026.
Gladstone Institutional Advisory bought 251 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $97.5K.
Vanguard Consumer Discretionary ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #575 holding.
Gladstone Institutional Advisory first reported a position in Vanguard Consumer Discretionary ETF in Q4 2021 and has held it in 19 quarters since.
Gladstone Institutional Advisory's Vanguard Consumer Discretionary ETF position peaked at $1.98M in Q4 2024.
577 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

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