Gladstone Institutional Advisory’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Gladstone Institutional Advisory’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.72M	Buy	120,581 +1,737	+1%	+$135K	0.31%	68
2026 Q1	$8.53M	Buy	118,844 +3,156	+3%	+$234K	0.32%	65
2025 Q4	$8.39M	Buy	115,688 +2,424	+2%	+$176K	0.32%	68
2025 Q3	$8.32M	Buy	113,264 +7,288	+7%	+$523K	0.32%	65
2025 Q2	$7.41M	Buy	105,976 +9,540	+10%	+$626K	0.31%	72
2025 Q1	$6.24M	Sell	96,436 -460	-0.5%	-$30.9K	0.29%	84
2024 Q4	$6.4M	Buy	96,896 +5,568	+6%	+$378K	0.3%	79
2024 Q3	$6.02M	Sell	91,328 -312	-0.3%	-$19.6K	0.29%	83
2024 Q2	$5.55M	Buy	91,640 +2,532	+3%	+$154K	0.29%	88
2024 Q1	$5.57M	Sell	89,108 -944	-1%	-$55.8K	0.31%	81
2023 Q4	$5.24M	Buy	90,052 +5,512	+7%	+$294K	0.29%	85
2023 Q3	$4.4M	Buy	84,540 +9,492	+13%	+$521K	0.29%	89
2023 Q2	$4.13M	Sell	75,048 -236	-0.3%	-$12.4K	0.25%	105
2023 Q1	$3.97M	Sell	75,284 -2,376	-3%	-$126K	0.26%	107
2022 Q4	$3.96M	Sell	77,660 -5,788	-7%	-$295K	0.28%	103
2022 Q3	$3.92M	Sell	83,448 -10,580	-11%	-$553K	0.31%	83
2022 Q2	$4.63M	Buy	94,028 +3,372	+4%	+$182K	0.37%	65
2022 Q1	$5.39M	Buy	90,656 +77,856	+608%	+$4.57M	0.36%	61
2021 Q4	$815K	Buy	12,800 +464	+4%	+$29.1K	0.06%	296
2021 Q3	$730K	Buy	12,336 +2,284	+23%	+$138K	0.07%	262
2021 Q2	$596K	Buy	10,052 +88	+0.9%	+$5.1K	0.07%	264
2021 Q1	$551K	Buy	9,964 +512	+5%	+$27.8K	0.09%	223
2020 Q4	$489K	Buy	9,452 +1,596	+20%	+$77.3K	0.1%	164
2020 Q3	$346K	Buy	7,856 +1,484	+23%	+$64.7K	0.08%	187
2020 Q2	$261K	Sell	6,372 -1,012	-14%	-$38.8K	0.07%	191
2020 Q1	$243K	Buy	7,384 +2,380	+48%	+$98.6K	0.06%	218
2019 Q4	$223K	Buy	+5,004	New	+$215K	0.05%	244
2019 Q3	–	Sell	-5,304	Closed	-$222K	–	302
2019 Q2	$222K	Sell	5,304 -2,384	-31%	-$97.6K	0.07%	244
2019 Q1	$309K	Sell	7,688 -4,740	-38%	-$182K	0.11%	149
2018 Q4	$429K	Buy	+12,428	New	+$467K	0.25%	95

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, buying an estimated $135K and bringing the position to 120,581 shares worth $9.72M. The position accounts for 0.31% of the portfolio, ranked #68.

Gladstone Institutional Advisory first reported a position in VO in Q4 2018 and has held it in 30 quarters since. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Gladstone Institutional Advisory held 120,581 shares of Vanguard Morningstar Mid-Cap ETF worth $9.72M as of Q2 2026.
Gladstone Institutional Advisory bought 1,737 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $135K.
Vanguard Morningstar Mid-Cap ETF made up 0.31% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #68 holding.
Gladstone Institutional Advisory first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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