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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gladstone Institutional Advisory's VEU Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 1.7% in Q1 2026, buying an estimated $7.13K and bringing the position to 5,437 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #584.

Gladstone Institutional Advisory first reported a position in VEU in Q1 2021 and has held it in 11 quarters since. 1,560 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Gladstone Institutional Advisory held 5,437 shares of Vanguard FTSE All-World ex-US ETF worth $408K as of Q1 2026.
Gladstone Institutional Advisory bought 92 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $7.13K.
Vanguard FTSE All-World ex-US ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #584 holding.
Gladstone Institutional Advisory first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2021 and has held it in 11 quarters since.
1,560 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.