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Gladstone Institutional Advisory’s Vanguard Energy ETF VDE Stock Holding History

Gladstone Institutional Advisory’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$324K Hold
2,157
– – 0.01% 717
2026
Q1 		$373K Buy
+2,157
New +$326K 0.01% 605
2024
Q3 		– Sell
-2,261
Closed -$288K – 729
2024
Q2 		$288K Buy
+2,261
New +$294K 0.02% 552

Other funds holding VDE

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

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

Gladstone Institutional Advisory held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 2,157 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #717.

Gladstone Institutional Advisory first reported a position in VDE in Q2 2024 and has held it in 3 quarters since. The position peaked at $373K in Q1 2026. 266 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Gladstone Institutional Advisory held 2,157 shares of Vanguard Energy ETF worth $324K as of Q2 2026.
  • Gladstone Institutional Advisory left its Vanguard Energy ETF share count unchanged in Q2 2026.
  • Vanguard Energy ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #717 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Energy ETF in Q2 2024 and has held it in 3 quarters since.
  • Gladstone Institutional Advisory's Vanguard Energy ETF position peaked at $373K in Q1 2026.
  • 266 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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