Gladstone Institutional Advisory’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Gladstone Institutional Advisory’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.02M	Buy	56,404 +941	+2%	+$65.5K	0.13%	175
2026 Q1	$3.55M	Sell	55,463 -26,690	-32%	-$1.76M	0.13%	174
2025 Q4	$5.13M	Buy	82,153 +2,833	+4%	+$174K	0.19%	113
2025 Q3	$4.75M	Sell	79,320 -1,699	-2%	-$99K	0.18%	122
2025 Q2	$4.62M	Buy	81,019 +4,602	+6%	+$247K	0.19%	123
2025 Q1	$3.88M	Sell	76,417 -486	-0.6%	-$24.6K	0.18%	134
2024 Q4	$3.68M	Buy	76,903 +2,463	+3%	+$124K	0.17%	137
2024 Q3	$3.93M	Sell	74,440 -2,082	-3%	-$106K	0.19%	128
2024 Q2	$3.78M	Buy	76,522 +12,939	+20%	+$644K	0.2%	140
2024 Q1	$3.19M	Sell	63,583 -16,131	-20%	-$779K	0.18%	156
2023 Q4	$3.82M	Buy	79,714 +4,051	+5%	+$181K	0.21%	123
2023 Q3	$3.31M	Buy	75,663 +149	+0.2%	+$6.82K	0.21%	121
2023 Q2	$3.49M	Sell	75,514 -9,756	-11%	-$449K	0.21%	124
2023 Q1	$3.85M	Buy	85,270 +23,395	+38%	+$1.04M	0.25%	118
2022 Q4	$2.6M	Buy	61,875 +2,984	+5%	+$121K	0.18%	161
2022 Q3	$2.14M	Sell	58,891 -2,217	-4%	-$90.3K	0.17%	154
2022 Q2	$2.49M	Sell	61,108 -873	-1%	-$38.8K	0.2%	131
2022 Q1	$2.98M	Buy	61,981 +459	+0.7%	+$22.3K	0.2%	130
2021 Q4	$3.14M	Buy	61,522 +6,273	+11%	+$322K	0.24%	114
2021 Q3	$2.79M	Buy	55,249 +2,626	+5%	+$137K	0.27%	106
2021 Q2	$2.71M	Buy	52,623 +2,548	+5%	+$132K	0.32%	82
2021 Q1	$2.46M	Buy	50,075 +10,484	+26%	+$512K	0.38%	67
2020 Q4	$1.87M	Buy	39,591 +28,719	+264%	+$1.26M	0.37%	62
2020 Q3	$445K	Buy	10,872 +3,748	+53%	+$154K	0.11%	157
2020 Q2	$276K	Sell	7,124 -2,672	-27%	-$97.6K	0.07%	185
2020 Q1	$327K	Sell	9,796 -134	-1%	-$5.38K	0.08%	179
2019 Q4	$437K	Sell	9,930 -1,492	-13%	-$63.6K	0.11%	151
2019 Q3	$470K	Sell	11,422 -2,063	-15%	-$84.2K	0.12%	148
2019 Q2	$563K	Sell	13,485 -10,847	-45%	-$447K	0.17%	123
2019 Q1	$994K	Sell	24,332 -8,490	-26%	-$339K	0.36%	61
2018 Q4	$1.22M	Buy	+32,822	New	+$1.3M	0.71%	33

Other funds holding VEA

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 1.7% in Q2 2026, buying an estimated $65.5K and bringing the position to 56,404 shares worth $4.02M. The position accounts for 0.13% of the portfolio, ranked #175.

Gladstone Institutional Advisory first reported a position in VEA in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.13M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Gladstone Institutional Advisory held 56,404 shares of Vanguard FTSE Developed Markets ETF worth $4.02M as of Q2 2026.
Gladstone Institutional Advisory bought 941 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $65.5K.
Vanguard FTSE Developed Markets ETF made up 0.13% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #175 holding.
Gladstone Institutional Advisory first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 31 quarters since.
Gladstone Institutional Advisory's Vanguard FTSE Developed Markets ETF position peaked at $5.13M in Q4 2025.
2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

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