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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Gladstone Institutional Advisory's VDC Position: Q1 2025 in Review

Gladstone Institutional Advisory sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2025, closing a stake of 7,751 shares — an estimated $1.64M sold.

Gladstone Institutional Advisory first reported a position in VDC in Q4 2021 and held it in 13 quarters. The position peaked at $1.67M in Q3 2024. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2025.

  • Gladstone Institutional Advisory reported no remaining Vanguard Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 7,751 Vanguard Consumer Staples ETF shares in Q1 2025, an estimated $1.64M.
  • Gladstone Institutional Advisory first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and held it in 13 quarters.
  • Gladstone Institutional Advisory's Vanguard Consumer Staples ETF position peaked at $1.67M in Q3 2024.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2025, filed 15 May 2025.