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Gladstone Institutional Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gladstone Institutional Advisory’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.3M Buy
94,263
+2,654
+3% +$592K 0.75% 25
2025
Q4 		$20.1M Buy
91,609
+3,171
+4% +$693K 0.76% 28
2025
Q3 		$19.1M Buy
88,438
+596
+0.7% +$125K 0.74% 28
2025
Q2 		$18M Buy
87,842
+6,656
+8% +$1.29M 0.74% 28
2025
Q1 		$15.7M Buy
81,186
+1,121
+1% +$223K 0.73% 27
2024
Q4 		$15.7M Buy
80,065
+3,620
+5% +$723K 0.73% 28
2024
Q3 		$15.1M Buy
76,445
+67,751
+779% +$12.9M 0.74% 27
2024
Q2 		$1.59M Sell
8,694
-249
-3% -$44.8K 0.08% 248
2024
Q1 		$1.63M Sell
8,943
-7,420
-45% -$1.3M 0.09% 239
2023
Q4 		$2.79M Buy
16,363
+7,080
+76% +$1.14M 0.16% 166
2023
Q3 		$1.44M Sell
9,283
-187
-2% -$30.3K 0.09% 223
2023
Q2 		$1.54M Sell
9,470
-692
-7% -$108K 0.09% 220
2023
Q1 		$1.56M Sell
10,162
-2,594
-20% -$397K 0.1% 225
2022
Q4 		$1.94M Buy
12,756
+2,840
+29% +$423K 0.14% 191
2022
Q3 		$1.34M Sell
9,916
-454
-4% -$67.6K 0.1% 228
2022
Q2 		$1.49M Sell
10,370
-303
-3% -$46.1K 0.12% 199
2022
Q1 		$1.73M Buy
10,673
+4,261
+66% +$687K 0.12% 204
2021
Q4 		$1.1M Buy
6,412
+224
+4% +$36.9K 0.09% 256
2021
Q3 		$950K Sell
6,188
-546
-8% -$87K 0.09% 236
2021
Q2 		$1.04M Buy
6,734
+154
+2% +$23.6K 0.12% 184
2021
Q1 		$968K Buy
6,580
+72
+1% +$10.2K 0.15% 147
2020
Q4 		$919K Sell
6,508
-17
-0.3% -$2.3K 0.18% 112
2020
Q3 		$840K Buy
6,525
+223
+4% +$28.1K 0.2% 108
2020
Q2 		$739K Sell
6,302
-69
-1% -$7.86K 0.19% 105
2020
Q1 		$659K Buy
6,371
+2,464
+63% +$294K 0.17% 120
2019
Q4 		$487K Sell
3,907
-1,146
-23% -$139K 0.12% 138
2019
Q3 		$604K Buy
5,053
+1,220
+32% +$144K 0.15% 117
2019
Q2 		$442K Sell
3,833
-54
-1% -$6.06K 0.13% 157
2019
Q1 		$426K Sell
3,887
-207
-5% -$21.8K 0.16% 122
2018
Q4 		$401K Buy
+4,094
New +$427K 0.23% 99

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.9% in Q1 2026, buying an estimated $592K and bringing the position to 94,263 shares worth $20.3M. The position accounts for 0.75% of the portfolio, ranked #25.

Gladstone Institutional Advisory first reported a position in VIG in Q4 2018 and has held it in 30 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Gladstone Institutional Advisory held 94,263 shares of Vanguard Dividend Appreciation ETF worth $20.3M as of Q1 2026.
  • Gladstone Institutional Advisory bought 2,654 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $592K.
  • Vanguard Dividend Appreciation ETF made up 0.75% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #25 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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