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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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. 764 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.
  • 764 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.