Gladstone Institutional Advisory’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$451K	Sell	5,386 -51	-0.9%	-$4.17K	0.01%	624
2026 Q1	$408K	Buy	5,437 +92	+2%	+$7.13K	0.02%	584
2025 Q4	$393K	Buy	5,345 +144	+3%	+$10.5K	0.01%	555
2025 Q3	$371K	Hold	5,201	–	–	0.01%	592
2025 Q2	$350K	Sell	5,201 -117	-2%	-$7.41K	0.01%	578
2025 Q1	$323K	Buy	+5,318	New	+$320K	0.02%	570
2022 Q3	–	Sell	-4,404	Closed	-$220K	–	683
2022 Q2	$220K	Sell	4,404 -735	-14%	-$39.4K	0.02%	589
2022 Q1	$296K	Buy	5,139 +1,544	+43%	+$90.9K	0.02%	552
2021 Q4	$220K	Sell	3,595 -306	-8%	-$18.9K	0.02%	543
2021 Q3	$238K	Sell	3,901 -149	-4%	-$9.37K	0.02%	479
2021 Q2	$257K	Sell	4,050 -378	-9%	-$23.9K	0.03%	435
2021 Q1	$269K	Buy	+4,428	New	+$269K	0.04%	339

Other funds holding VEU

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

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Gladstone Institutional Advisory reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.94% in Q2 2026, selling an estimated $4.17K and leaving 5,386 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #624.

Gladstone Institutional Advisory first reported a position in VEU in Q1 2021 and has held it in 12 quarters since. 1,632 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Gladstone Institutional Advisory held 5,386 shares of Vanguard FTSE All-World ex-US ETF worth $451K as of Q2 2026.
Gladstone Institutional Advisory sold 51 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $4.17K.
Vanguard FTSE All-World ex-US ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #624 holding.
Gladstone Institutional Advisory first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2021 and has held it in 12 quarters since.
1,632 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

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