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 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

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

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

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

PCH

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

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

BCMIO

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

Gladstone Institutional Advisory opened a new position in Vanguard Consumer Staples ETF (VDC) in Q2 2026: 1,070 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #806 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in VDC as recently as Q4 2024.

Gladstone Institutional Advisory first reported a position in VDC in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.67M in Q3 2024. 665 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Gladstone Institutional Advisory held 1,070 shares of Vanguard Consumer Staples ETF worth $241K as of Q2 2026.
Vanguard Consumer Staples ETF was a new Gladstone Institutional Advisory position in Q2 2026.
Vanguard Consumer Staples ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #806 holding.
Gladstone Institutional Advisory first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and has held it in 14 quarters since.
Gladstone Institutional Advisory's Vanguard Consumer Staples ETF position peaked at $1.67M in Q3 2024.
665 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

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