Gladstone Institutional Advisory’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.72M	Buy	14,771 +9,808	+198%	+$1.83M	0.1%	210
2025 Q4	$880K	Buy	4,963 +332	+7%	+$58.1K	0.03%	388
2025 Q3	$809K	Buy	4,631 +121	+3%	+$20.6K	0.03%	416
2025 Q2	$742K	Sell	4,510 -667	-13%	-$106K	0.03%	405
2025 Q1	$831K	Sell	5,177 -103	-2%	-$16.8K	0.04%	366
2024 Q4	$854K	Sell	5,280 -271	-5%	-$45.7K	0.04%	354
2024 Q3	$931K	Buy	5,551 +397	+8%	+$63.1K	0.05%	332
2024 Q2	$775K	Sell	5,154 -49	-0.9%	-$7.44K	0.04%	335
2024 Q1	$811K	Sell	5,203 -171	-3%	-$25.1K	0.04%	322
2023 Q4	$779K	Buy	5,374 +429	+9%	+$57.6K	0.04%	332
2023 Q3	$648K	Buy	4,945 +117	+2%	+$16.2K	0.04%	346
2023 Q2	$668K	Sell	4,828 -99	-2%	-$13.2K	0.04%	350
2023 Q1	$661K	Buy	4,927 +48	+1%	+$6.66K	0.04%	354
2022 Q4	$660K	Buy	4,879 +166	+4%	+$22.3K	0.05%	348
2022 Q3	$574K	Sell	4,713 -1,235	-21%	-$167K	0.04%	369
2022 Q2	$770K	Sell	5,948 -640	-10%	-$90.5K	0.06%	326
2022 Q1	$986K	Buy	6,588 +2,161	+49%	+$318K	0.07%	292
2021 Q4	$666K	Buy	4,427 +426	+11%	+$62.6K	0.05%	322
2021 Q3	$559K	Buy	4,001 +418	+12%	+$59.4K	0.05%	300
2021 Q2	$503K	Buy	3,583 +96	+3%	+$13.6K	0.06%	298
2021 Q1	$470K	Buy	3,487 +437	+14%	+$56K	0.07%	242
2020 Q4	$363K	Sell	3,050 -166	-5%	-$18.6K	0.07%	202
2020 Q3	$326K	Buy	3,216 +192	+6%	+$19.4K	0.08%	197
2020 Q2	$289K	Sell	3,024 -374	-11%	-$34.3K	0.07%	179
2020 Q1	$276K	Sell	3,398 -2,599	-43%	-$280K	0.07%	201
2019 Q4	$715K	Sell	5,997 -439	-7%	-$50.6K	0.18%	107
2019 Q3	$727K	Sell	6,436 -447	-6%	-$49.7K	0.18%	104
2019 Q2	$766K	Sell	6,883 -421	-6%	-$46.1K	0.23%	96
2019 Q1	$788K	Sell	7,304 -178	-2%	-$18.7K	0.29%	76
2018 Q4	$713K	Buy	+7,482	New	+$786K	0.42%	56

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard Mid-Cap Value ETF (VOE) stake by 198% in Q1 2026, buying an estimated $1.83M and bringing the position to 14,771 shares worth $2.72M. The position accounts for 0.1% of the portfolio, ranked #210.

Gladstone Institutional Advisory first reported a position in VOE in Q4 2018 and has held it in 30 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Gladstone Institutional Advisory held 14,771 shares of Vanguard Mid-Cap Value ETF worth $2.72M as of Q1 2026.
Gladstone Institutional Advisory bought 9,808 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $1.83M.
Vanguard Mid-Cap Value ETF made up 0.1% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #210 holding.
Gladstone Institutional Advisory first reported a position in Vanguard Mid-Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

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