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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$393K	Buy	3,698 +66	+2%	+$6.75K	0.01%	665
2026 Q1	$341K	Buy	3,632 +1,342	+59%	+$129K	0.01%	631
2025 Q4	$211K	Buy	+2,290	New	+$208K	0.01%	744
2020 Q2	–	Sell	-40,640	Closed	-$1.77M	–	304
2020 Q1	$1.77M	Buy	+40,640	New	+$2.22M	0.46%	50

Other funds holding VONV

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

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

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

Gladstone Institutional Advisory increased its Vanguard Russell 1000 Value ETF (VONV) stake by 1.8% in Q2 2026, buying an estimated $6.75K and bringing the position to 3,698 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #665.

Gladstone Institutional Advisory first reported a position in VONV in Q1 2020 and has held it in 4 quarters since. The position peaked at $1.77M in Q1 2020. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

Gladstone Institutional Advisory held 3,698 shares of Vanguard Russell 1000 Value ETF worth $393K as of Q2 2026.
Gladstone Institutional Advisory bought 66 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $6.75K.
Vanguard Russell 1000 Value ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #665 holding.
Gladstone Institutional Advisory first reported a position in Vanguard Russell 1000 Value ETF in Q1 2020 and has held it in 4 quarters since.
Gladstone Institutional Advisory's Vanguard Russell 1000 Value ETF position peaked at $1.77M in Q1 2020.
622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

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