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Gladstone Institutional Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Gladstone Institutional Advisory’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$671K Sell
7,564
-53
-0.7% -$4.86K 0.02% 471
2025
Q4 		$674K Sell
7,617
-1,070
-12% -$96.2K 0.03% 442
2025
Q3 		$794K Buy
8,687
+118
+1% +$10.7K 0.03% 421
2025
Q2 		$763K Sell
8,569
-235
-3% -$20.7K 0.03% 400
2025
Q1 		$797K Sell
8,804
-519
-6% -$47.1K 0.04% 372
2024
Q4 		$830K Sell
9,323
-395
-4% -$37.3K 0.04% 361
2024
Q3 		$947K Buy
9,718
+448
+5% +$41.3K 0.05% 330
2024
Q2 		$776K Sell
9,270
-191
-2% -$15.8K 0.04% 334
2024
Q1 		$818K Buy
9,461
+197
+2% +$16.8K 0.04% 319
2023
Q4 		$819K Sell
9,264
-155
-2% -$12.3K 0.05% 323
2023
Q3 		$713K Buy
9,419
+2
+0% +$165 0.05% 329
2023
Q2 		$787K Sell
9,417
-3,688
-28% -$302K 0.05% 316
2023
Q1 		$1.09M Buy
13,105
+48
+0.4% +$4.12K 0.07% 269
2022
Q4 		$1.08M Sell
13,057
-231
-2% -$19.2K 0.08% 265
2022
Q3 		$1.06M Sell
13,288
-757
-5% -$70.8K 0.08% 259
2022
Q2 		$1.28M Buy
14,045
+212
+2% +$21.1K 0.1% 232
2022
Q1 		$1.5M Buy
13,833
+6,720
+94% +$711K 0.1% 226
2021
Q4 		$825K Sell
7,113
-498
-7% -$54.4K 0.06% 292
2021
Q3 		$775K Buy
7,611
+1,574
+26% +$167K 0.08% 255
2021
Q2 		$614K Buy
6,037
+2,100
+53% +$208K 0.07% 261
2021
Q1 		$362K Buy
3,937
+812
+26% +$71.4K 0.06% 291
2020
Q4 		$265K Buy
3,125
+176
+6% +$14.6K 0.05% 248
2020
Q3 		$233K Sell
2,949
-368
-11% -$29.5K 0.06% 236
2020
Q2 		$260K Sell
3,317
-11
-0.3% -$834 0.07% 192
2020
Q1 		$232K Buy
+3,328
New +$292K 0.06% 228

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Gladstone Institutional Advisory reduced its Vanguard Real Estate ETF (VNQ) stake by 0.7% in Q1 2026, selling an estimated $4.86K and leaving 7,564 shares worth $671K. The position accounts for 0.02% of the portfolio, ranked #471.

Gladstone Institutional Advisory first reported a position in VNQ in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.5M in Q1 2022. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Gladstone Institutional Advisory held 7,564 shares of Vanguard Real Estate ETF worth $671K as of Q1 2026.
  • Gladstone Institutional Advisory sold 53 Vanguard Real Estate ETF shares in Q1 2026, an estimated $4.86K.
  • Vanguard Real Estate ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #471 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Real Estate ETF in Q1 2020 and has held it in 25 quarters since.
  • Gladstone Institutional Advisory's Vanguard Real Estate ETF position peaked at $1.5M in Q1 2022.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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