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 Q2	$23.2M	Buy	97,990 +3,727	+4%	+$856K	0.73%	26
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

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

Gladstone Institutional Advisory increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4% in Q2 2026, buying an estimated $856K and bringing the position to 97,990 shares worth $23.2M. The position accounts for 0.73% of the portfolio, ranked #26.

Gladstone Institutional Advisory first reported a position in VIG in Q4 2018 and has held it in 31 quarters since. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Gladstone Institutional Advisory held 97,990 shares of Vanguard Dividend Appreciation ETF worth $23.2M as of Q2 2026.
Gladstone Institutional Advisory bought 3,727 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $856K.
Vanguard Dividend Appreciation ETF made up 0.73% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #26 holding.
Gladstone Institutional Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 31 quarters since.
2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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