Gladstone Institutional Advisory’s Vanguard Russell 1000 ETF VONE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$210K	Buy	+621	New	+$204K	0.01%	855
2025 Q4	–	Sell	-879	Closed	-$266K	–	848
2025 Q3	$266K	Buy	879 +144	+20%	+$42K	0.01%	685
2025 Q2	$206K	Buy	+735	New	+$191K	0.01%	711

Other funds holding VONE

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

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

Gladstone Institutional Advisory opened a new position in Vanguard Russell 1000 ETF (VONE) in Q2 2026: 621 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #855 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in VONE as recently as Q3 2025.

Gladstone Institutional Advisory first reported a position in VONE in Q2 2025 and has held it in 3 quarters since. The position peaked at $266K in Q3 2025. 410 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Gladstone Institutional Advisory held 621 shares of Vanguard Russell 1000 ETF worth $210K as of Q2 2026.
Vanguard Russell 1000 ETF was a new Gladstone Institutional Advisory position in Q2 2026.
Vanguard Russell 1000 ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #855 holding.
Gladstone Institutional Advisory first reported a position in Vanguard Russell 1000 ETF in Q2 2025 and has held it in 3 quarters since.
Gladstone Institutional Advisory's Vanguard Russell 1000 ETF position peaked at $266K in Q3 2025.
410 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

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