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Gladstone Institutional Advisory’s Vanguard Information Technology ETF VGT Stock Holding History

Gladstone Institutional Advisory’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.7M Buy
88,288
+1,416
+2% +$130K 0.29% 76
2025
Q4 		$8.19M Buy
86,872
+392
+0.5% +$37.2K 0.31% 71
2025
Q3 		$8.07M Sell
86,480
-800
-0.9% -$69.9K 0.31% 69
2025
Q2 		$7.24M Buy
87,280
+2,464
+3% +$179K 0.3% 74
2025
Q1 		$5.75M Sell
84,816
-6,240
-7% -$470K 0.27% 92
2024
Q4 		$7.08M Sell
91,056
-6,984
-7% -$536K 0.33% 70
2024
Q3 		$7.19M Sell
98,040
-4,552
-4% -$323K 0.35% 72
2024
Q2 		$7.39M Buy
102,592
+17,512
+21% +$1.16M 0.39% 62
2024
Q1 		$5.58M Sell
85,080
-7,360
-8% -$467K 0.31% 80
2023
Q4 		$5.59M Sell
92,440
-2,264
-2% -$126K 0.31% 80
2023
Q3 		$4.91M Sell
94,704
-16,488
-15% -$897K 0.32% 76
2023
Q2 		$6.15M Sell
111,192
-3,040
-3% -$153K 0.37% 64
2023
Q1 		$5.5M Sell
114,232
-1,408
-1% -$62.2K 0.36% 68
2022
Q4 		$4.62M Buy
115,640
+312
+0.3% +$12.7K 0.33% 83
2022
Q3 		$4.43M Sell
115,328
-3,328
-3% -$146K 0.35% 73
2022
Q2 		$4.84M Sell
118,656
-152
-0.1% -$6.85K 0.38% 60
2022
Q1 		$6.18M Sell
118,808
-3,856
-3% -$198K 0.42% 53
2021
Q4 		$7.03M Buy
122,664
+76,136
+164% +$4.18M 0.54% 41
2021
Q3 		$2.33M Buy
46,528
+11,944
+35% +$619K 0.23% 129
2021
Q2 		$1.72M Buy
34,584
+11,840
+52% +$558K 0.2% 124
2021
Q1 		$1.02M Buy
22,744
+7,440
+49% +$335K 0.16% 143
2020
Q4 		$677K Sell
15,304
-936
-6% -$38.5K 0.13% 136
2020
Q3 		$632K Sell
16,240
-1,240
-7% -$46.7K 0.15% 125
2020
Q2 		$609K Sell
17,480
-6,568
-27% -$205K 0.15% 113
2020
Q1 		$637K Buy
24,048
+1,880
+8% +$57K 0.16% 124
2019
Q4 		$678K Sell
22,168
-2,472
-10% -$70.8K 0.17% 111
2019
Q3 		$664K Buy
24,640
+1,464
+6% +$39.4K 0.17% 108
2019
Q2 		$611K Buy
23,176
+7,512
+48% +$194K 0.19% 113
2019
Q1 		$393K Sell
15,664
-6,472
-29% -$150K 0.14% 129
2018
Q4 		$462K Buy
+22,136
New +$502K 0.27% 88

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard Information Technology ETF (VGT) stake by 1.6% in Q1 2026, buying an estimated $130K and bringing the position to 88,288 shares worth $7.7M. The position accounts for 0.29% of the portfolio, ranked #76.

Gladstone Institutional Advisory first reported a position in VGT in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.19M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Gladstone Institutional Advisory held 88,288 shares of Vanguard Information Technology ETF worth $7.7M as of Q1 2026.
  • Gladstone Institutional Advisory bought 1,416 Vanguard Information Technology ETF shares in Q1 2026, an estimated $130K.
  • Vanguard Information Technology ETF made up 0.29% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #76 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's Vanguard Information Technology ETF position peaked at $8.19M in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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