Gladstone Institutional Advisory’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Buy	17,802 +3,258	+22%	+$193K	0.03%	406
2026 Q1	$866K	Buy	14,544 +1,739	+14%	+$104K	0.03%	398
2025 Q4	$767K	Buy	12,805 +1,946	+18%	+$117K	0.03%	420
2025 Q3	$652K	Sell	10,859 -98	-0.9%	-$5.85K	0.03%	452
2025 Q2	$655K	Buy	10,957 +867	+9%	+$51.3K	0.03%	430
2025 Q1	$599K	Buy	10,090 +5,061	+101%	+$296K	0.03%	426
2024 Q4	$292K	Buy	5,029 +1,131	+29%	+$66.5K	0.01%	594
2024 Q3	$235K	Buy	3,898 +176	+5%	+$10.5K	0.01%	621
2024 Q2	$217K	Sell	3,722 -27	-0.7%	-$1.56K	0.01%	611
2024 Q1	$220K	Sell	3,749 -158	-4%	-$9.27K	0.01%	586
2023 Q4	$232K	Buy	+3,907	New	+$225K	0.01%	588
2022 Q2	–	Sell	-7,032	Closed	-$442K	–	736
2022 Q1	$442K	Sell	7,032 -2,411	-26%	-$156K	0.03%	457
2021 Q4	$628K	Buy	9,443 +90	+1%	+$6.03K	0.05%	335
2021 Q3	$632K	Buy	9,353 +1,683	+22%	+$115K	0.06%	281
2021 Q2	$520K	Sell	7,670 -637	-8%	-$43.1K	0.06%	290
2021 Q1	$558K	Sell	8,307 -758	-8%	-$51.8K	0.09%	220
2020 Q4	$629K	Sell	9,065 -1,431	-14%	-$100K	0.13%	143
2020 Q3	$740K	Sell	10,496 -171	-2%	-$12.1K	0.18%	116
2020 Q2	$753K	Sell	10,667 -235	-2%	-$16.5K	0.19%	102
2020 Q1	$769K	Sell	10,902 -3,477	-24%	-$236K	0.2%	105
2019 Q4	$948K	Sell	14,379 -303	-2%	-$20.1K	0.23%	91
2019 Q3	$979K	Sell	14,682 -726	-5%	-$48.2K	0.25%	82
2019 Q2	$1.02M	Sell	15,408 -1,373	-8%	-$88.9K	0.31%	66
2019 Q1	$1.08M	Sell	16,781 -416	-2%	-$26.5K	0.4%	57
2018 Q4	$1.09M	Buy	+17,197	New	+$1.07M	0.64%	36

Other funds holding VGIT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 22% in Q2 2026, buying an estimated $193K and bringing the position to 17,802 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #406.

Gladstone Institutional Advisory first reported a position in VGIT in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.09M in Q4 2018. 388 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Gladstone Institutional Advisory held 17,802 shares of Vanguard Intermediate-Term Treasury ETF worth $1.05M as of Q2 2026.
Gladstone Institutional Advisory bought 3,258 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $193K.
Vanguard Intermediate-Term Treasury ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #406 holding.
Gladstone Institutional Advisory first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2018 and has held it in 25 quarters since.
Gladstone Institutional Advisory's Vanguard Intermediate-Term Treasury ETF position peaked at $1.09M in Q4 2018.
388 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

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