Gladstone Institutional Advisory
VFVA icon

Gladstone Institutional Advisory’s Vanguard US Value Factor ETF VFVA Stock Holding History

Gladstone Institutional Advisory’s Portfolio VFVA Stock Details VFVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-81,101
Closed -$7.41M – 684
2022
Q2 		$7.41M Buy
81,101
+7,176
+10% +$725K 0.59% 29
2022
Q1 		$7.89M Buy
+73,925
New +$7.82M 0.53% 34

Other funds holding VFVA

RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Burrus Financial Services
Burrus Financial Services Salt Lake City, Utah $222M AUM 5.43% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Cassia Capital Partners
Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return
Fortis Advisors
Fortis Advisors Wayne, Pennsylvania $214M AUM 41.3% 1-Year Est. Return
Pacific Center for Financial Services
Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

Gladstone Institutional Advisory's VFVA Position: Q3 2022 in Review

Gladstone Institutional Advisory sold out of Vanguard US Value Factor ETF (VFVA) in Q3 2022, closing a stake of 81,101 shares — an estimated $7.41M sold.

Gladstone Institutional Advisory first reported a position in VFVA in Q1 2022 and held it in 2 quarters. The position peaked at $7.89M in Q1 2022. 65 funds tracked by Wall St. Rank hold VFVA as of Q3 2022.

  • Gladstone Institutional Advisory reported no remaining Vanguard US Value Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 81,101 Vanguard US Value Factor ETF shares in Q3 2022, an estimated $7.41M.
  • Gladstone Institutional Advisory first reported a position in Vanguard US Value Factor ETF in Q1 2022 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Vanguard US Value Factor ETF position peaked at $7.89M in Q1 2022.
  • 65 funds tracked by Wall St. Rank held Vanguard US Value Factor ETF as of Q3 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2022, filed 20 Oct 2022.