Gladstone Institutional Advisory
VDC icon

Gladstone Institutional Advisory’s Vanguard Consumer Staples ETF VDC Stock Holding History

Gladstone Institutional Advisory’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$293K Buy
1,344
+274
+26% +$62.6K 0.01% 819
2026
Q2 		$241K Buy
+1,070
New +$244K 0.01% 806
2025
Q1 		– Sell
-7,751
Closed -$1.64M – 759
2024
Q4 		$1.64M Buy
7,751
+116
+2% +$25.1K 0.08% 261
2024
Q3 		$1.67M Sell
7,635
-5
-0.1% -$1.06K 0.08% 248
2024
Q2 		$1.55M Sell
7,640
-26
-0.3% -$5.28K 0.08% 251
2024
Q1 		$1.56M Buy
7,666
+494
+7% +$97K 0.09% 248
2023
Q4 		$1.37M Buy
7,172
+87
+1% +$16K 0.08% 250
2023
Q3 		$1.29M Buy
7,085
+200
+3% +$38.6K 0.08% 237
2023
Q2 		$1.34M Buy
6,885
+10
+0.1% +$1.95K 0.08% 237
2023
Q1 		$1.33M Sell
6,875
-118
-2% -$22.4K 0.09% 242
2022
Q4 		$1.34M Sell
6,993
-349
-5% -$65.6K 0.09% 239
2022
Q3 		$1.26M Sell
7,342
-336
-4% -$63.4K 0.1% 236
2022
Q2 		$1.42M Sell
7,678
-296
-4% -$57.2K 0.11% 212
2022
Q1 		$1.56M Buy
7,974
+339
+4% +$66K 0.11% 218
2021
Q4 		$1.53M Buy
+7,635
New +$1.44M 0.12% 221

Other funds holding VDC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard Consumer Staples ETF (VDC) stake by 26% in Q3 2026, buying an estimated $62.6K and bringing the position to 1,344 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #819.

Gladstone Institutional Advisory first reported a position in VDC in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.67M in Q3 2024. 594 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

  • Gladstone Institutional Advisory held 1,344 shares of Vanguard Consumer Staples ETF worth $293K as of Q3 2026.
  • Gladstone Institutional Advisory bought 274 Vanguard Consumer Staples ETF shares in Q3 2026, an estimated $62.6K.
  • Vanguard Consumer Staples ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #819 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and has held it in 15 quarters since.
  • Gladstone Institutional Advisory's Vanguard Consumer Staples ETF position peaked at $1.67M in Q3 2024.
  • 594 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

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