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Gladstone Institutional Advisory’s Vanguard 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
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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard Mid-Cap ETF (VO) stake by 2.7% in Q1 2026, buying an estimated $234K and bringing the position to 118,844 shares worth $8.53M. The position accounts for 0.32% of the portfolio, ranked #65.

Gladstone Institutional Advisory first reported a position in VO in Q4 2018 and has held it in 29 quarters since. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Gladstone Institutional Advisory held 118,844 shares of Vanguard Mid-Cap ETF worth $8.53M as of Q1 2026.
  • Gladstone Institutional Advisory bought 3,156 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $234K.
  • Vanguard Mid-Cap ETF made up 0.32% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #65 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 29 quarters since.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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