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 Q2	$10.6M	Buy	88,809 +521	+0.6%	+$57K	0.34%	65
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard Information Technology ETF (VGT) stake by 0.59% in Q2 2026, buying an estimated $57K and bringing the position to 88,809 shares worth $10.6M. The position accounts for 0.34% of the portfolio, ranked #65.

Gladstone Institutional Advisory first reported a position in VGT in Q4 2018 and has held it in 31 quarters since. 2,197 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Gladstone Institutional Advisory held 88,809 shares of Vanguard Information Technology ETF worth $10.6M as of Q2 2026.
Gladstone Institutional Advisory bought 521 Vanguard Information Technology ETF shares in Q2 2026, an estimated $57K.
Vanguard Information Technology ETF made up 0.34% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #65 holding.
Gladstone Institutional Advisory first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 31 quarters since.
2,197 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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