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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$471K	Buy	4,293 +1,396	+48%	+$163K	0.02%	549
2025 Q4	$353K	Buy	2,897 +9	+0.3%	+$1.1K	0.01%	592
2025 Q3	$348K	Buy	+2,888	New	+$331K	0.01%	602
2025 Q2	–	Sell	-2,284	Closed	-$212K	–	791
2025 Q1	$212K	Buy	2,284 +292	+15%	+$29.7K	0.01%	680
2024 Q4	$206K	Buy	+1,992	New	+$202K	0.01%	663
2023 Q1	–	Sell	-4,918	Closed	-$271K	–	718
2022 Q4	$271K	Buy	4,918 +7	+0.1%	+$396	0.02%	526
2022 Q3	$266K	Sell	4,911 -53	-1%	-$3.21K	0.02%	526
2022 Q2	$279K	Sell	4,964 -35	-0.7%	-$2.16K	0.02%	525
2022 Q1	$357K	Sell	4,999 -1,428	-22%	-$100K	0.02%	510
2021 Q4	$505K	Buy	6,427 +2,220	+53%	+$169K	0.04%	379
2021 Q3	$296K	Hold	4,207	–	–	0.03%	433
2021 Q2	$294K	Buy	+4,207	New	+$279K	0.03%	402
2020 Q1	–	Sell	-5,580	Closed	-$252K	–	320
2019 Q4	$252K	Buy	+5,580	New	+$240K	0.06%	221
2019 Q1	–	Sell	-8,952	Closed	-$301K	–	218
2018 Q4	$301K	Buy	+8,952	New	+$323K	0.18%	126

Other funds holding VONG

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCIIS

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 48% in Q1 2026, buying an estimated $163K and bringing the position to 4,293 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #549.

Gladstone Institutional Advisory first reported a position in VONG in Q4 2018 and has held it in 14 quarters since. The position peaked at $505K in Q4 2021. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Gladstone Institutional Advisory held 4,293 shares of Vanguard Russell 1000 Growth ETF worth $471K as of Q1 2026.
Gladstone Institutional Advisory bought 1,396 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $163K.
Vanguard Russell 1000 Growth ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #549 holding.
Gladstone Institutional Advisory first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2018 and has held it in 14 quarters since.
Gladstone Institutional Advisory's Vanguard Russell 1000 Growth ETF position peaked at $505K in Q4 2021.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

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