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Gladstone Institutional Advisory’s Vanguard Financials ETF VFH Stock Holding History

Gladstone Institutional Advisory’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.82M Sell
29,033
-2,430
-8% -$310K 0.12% 181
2026
Q1 		$3.8M Buy
31,463
+1,690
+6% +$216K 0.14% 167
2025
Q4 		$3.97M Buy
29,773
+905
+3% +$118K 0.15% 148
2025
Q3 		$3.79M Buy
28,868
+5
+0% +$647 0.15% 153
2025
Q2 		$3.67M Buy
28,863
+523
+2% +$62.4K 0.15% 153
2025
Q1 		$3.39M Sell
28,340
-2,393
-8% -$292K 0.16% 152
2024
Q4 		$3.63M Buy
30,733
+137
+0.4% +$16.2K 0.17% 140
2024
Q3 		$3.36M Sell
30,596
-586
-2% -$62.1K 0.16% 151
2024
Q2 		$3.11M Buy
31,182
+2,776
+10% +$277K 0.16% 161
2024
Q1 		$2.91M Sell
28,406
-900
-3% -$86.4K 0.16% 168
2023
Q4 		$2.7M Sell
29,306
-87
-0.3% -$7.31K 0.15% 171
2023
Q3 		$2.36M Buy
29,393
+1,582
+6% +$132K 0.15% 168
2023
Q2 		$2.26M Buy
27,811
+598
+2% +$46.9K 0.14% 181
2023
Q1 		$2.12M Sell
27,213
-601
-2% -$50.8K 0.14% 186
2022
Q4 		$2.3M Sell
27,814
-764
-3% -$63.1K 0.16% 178
2022
Q3 		$2.13M Sell
28,578
-442
-2% -$35.9K 0.17% 155
2022
Q2 		$2.24M Buy
29,020
+167
+0.6% +$14.1K 0.18% 149
2022
Q1 		$2.69M Buy
28,853
+1,363
+5% +$131K 0.18% 150
2021
Q4 		$2.65M Buy
+27,490
New +$2.68M 0.21% 133

Other funds holding VFH

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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Gladstone Institutional Advisory reduced its Vanguard Financials ETF (VFH) stake by 7.7% in Q2 2026, selling an estimated $310K and leaving 29,033 shares worth $3.82M. The position accounts for 0.12% of the portfolio, ranked #181.

Gladstone Institutional Advisory first reported a position in VFH in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.97M in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Gladstone Institutional Advisory held 29,033 shares of Vanguard Financials ETF worth $3.82M as of Q2 2026.
  • Gladstone Institutional Advisory sold 2,430 Vanguard Financials ETF shares in Q2 2026, an estimated $310K.
  • Vanguard Financials ETF made up 0.12% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #181 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 19 quarters since.
  • Gladstone Institutional Advisory's Vanguard Financials ETF position peaked at $3.97M in Q4 2025.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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