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Gladstone Institutional Advisory’s Vanguard Health Care ETF VHT Stock Holding History

Gladstone Institutional Advisory’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.73M Buy
12,479
+325
+3% +$90.4K 0.12% 186
2026
Q1 		$3.31M Buy
12,154
+1,212
+11% +$346K 0.12% 184
2025
Q4 		$3.15M Sell
10,942
-106
-1% -$29.6K 0.12% 185
2025
Q3 		$2.87M Sell
11,048
-74
-0.7% -$18.6K 0.11% 194
2025
Q2 		$2.76M Buy
11,122
+293
+3% +$72.4K 0.11% 193
2025
Q1 		$2.87M Buy
10,829
+29
+0.3% +$7.73K 0.13% 169
2024
Q4 		$2.74M Sell
10,800
-805
-7% -$217K 0.13% 180
2024
Q3 		$3.27M Sell
11,605
-202
-2% -$56.1K 0.16% 153
2024
Q2 		$3.14M Sell
11,807
-132
-1% -$34.6K 0.16% 158
2024
Q1 		$3.23M Sell
11,939
-1,254
-10% -$329K 0.18% 153
2023
Q4 		$3.31M Sell
13,193
-233
-2% -$55.2K 0.19% 142
2023
Q3 		$3.16M Buy
13,426
+829
+7% +$202K 0.2% 126
2023
Q2 		$3.08M Buy
12,597
+684
+6% +$166K 0.19% 140
2023
Q1 		$2.84M Buy
11,913
+526
+5% +$127K 0.18% 159
2022
Q4 		$2.82M Sell
11,387
-41
-0.4% -$9.94K 0.2% 145
2022
Q3 		$2.56M Buy
11,428
+1,049
+10% +$250K 0.2% 129
2022
Q2 		$2.44M Sell
10,379
-133
-1% -$32.1K 0.19% 134
2022
Q1 		$2.67M Buy
10,512
+683
+7% +$169K 0.18% 152
2021
Q4 		$2.62M Buy
9,829
+8,853
+907% +$2.26M 0.2% 137
2021
Q3 		$241K Hold
976
– – 0.02% 475
2021
Q2 		$241K Buy
+976
New +$233K 0.03% 447
2020
Q2 		– Sell
-1,725
Closed -$287K – 303
2020
Q1 		$287K Buy
1,725
+600
+53% +$110K 0.07% 195
2019
Q4 		$216K Sell
1,125
-1,049
-48% -$188K 0.05% 251
2019
Q3 		$365K Buy
2,174
+244
+13% +$41.8K 0.09% 178
2019
Q2 		$336K Sell
1,930
-3,432
-64% -$579K 0.1% 184
2019
Q1 		$925K Sell
5,362
-335
-6% -$56.8K 0.34% 64
2018
Q4 		$915K Buy
+5,697
New +$965K 0.53% 43

Other funds holding VHT

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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard Health Care ETF (VHT) stake by 2.7% in Q2 2026, buying an estimated $90.4K and bringing the position to 12,479 shares worth $3.73M. The position accounts for 0.12% of the portfolio, ranked #186.

Gladstone Institutional Advisory first reported a position in VHT in Q4 2018 and has held it in 27 quarters since. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Gladstone Institutional Advisory held 12,479 shares of Vanguard Health Care ETF worth $3.73M as of Q2 2026.
  • Gladstone Institutional Advisory bought 325 Vanguard Health Care ETF shares in Q2 2026, an estimated $90.4K.
  • Vanguard Health Care ETF made up 0.12% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #186 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 27 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

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