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Gladstone Institutional Advisory’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Gladstone Institutional Advisory’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265K Buy
1,924
+36
+2% +$4.57K 0.01% 779
2026
Q1 		$217K Buy
+1,888
New +$221K 0.01% 779
2024
Q4 		– Sell
-2,001
Closed -$216K – 746
2024
Q3 		$216K Buy
+2,001
New +$208K 0.01% 640

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 1.9% in Q2 2026, buying an estimated $4.57K and bringing the position to 1,924 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #779.

Gladstone Institutional Advisory first reported a position in VIOO in Q3 2024 and has held it in 3 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Gladstone Institutional Advisory held 1,924 shares of Vanguard S&P Small-Cap 600 ETF worth $265K as of Q2 2026.
  • Gladstone Institutional Advisory bought 36 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $4.57K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #779 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2024 and has held it in 3 quarters since.
  • 406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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