GIA
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Gladstone Institutional Advisory’s Vanguard Industrials ETF VIS Stock Holding History

Gladstone Institutional Advisory’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,128
Closed -$219K – 737
2022
Q1 		$219K Sell
1,128
-128
-10% -$24.6K 0.01% 639
2021
Q4 		$255K Buy
+1,256
New +$251K 0.02% 514

Other funds holding VIS

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Gladstone Institutional Advisory's VIS Position: Q2 2022 in Review

Gladstone Institutional Advisory sold out of Vanguard Industrials ETF (VIS) in Q2 2022, closing a stake of 1,128 shares — an estimated $219K sold.

Gladstone Institutional Advisory first reported a position in VIS in Q4 2021 and held it in 2 quarters. The position peaked at $255K in Q4 2021. 356 funds tracked by Wall St. Rank hold VIS as of Q2 2022.

  • Gladstone Institutional Advisory reported no remaining Vanguard Industrials ETF position as of Q2 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,128 Vanguard Industrials ETF shares in Q2 2022, an estimated $219K.
  • Gladstone Institutional Advisory first reported a position in Vanguard Industrials ETF in Q4 2021 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Vanguard Industrials ETF position peaked at $255K in Q4 2021.
  • 356 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.