Gladstone Institutional Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$67.1M	Buy	97,638 +2,408	+3%	+$1.61M	2.12%	5
2026 Q1	$56.9M	Buy	95,230 +5,775	+6%	+$3.61M	2.11%	4
2025 Q4	$56.1M	Sell	89,455 -565	-0.6%	-$351K	2.12%	5
2025 Q3	$55.1M	Sell	90,020 -1,490	-2%	-$878K	2.12%	4
2025 Q2	$52M	Buy	91,510 +8,205	+10%	+$4.31M	2.15%	4
2025 Q1	$42.8M	Sell	83,305 -1,660	-2%	-$897K	2%	7
2024 Q4	$45.8M	Buy	84,965 +3,132	+4%	+$1.7M	2.12%	6
2024 Q3	$43.2M	Sell	81,833 -17,689	-18%	-$8.99M	2.11%	5
2024 Q2	$49.8M	Buy	99,522 +3,205	+3%	+$1.54M	2.59%	1
2024 Q1	$46.3M	Buy	96,317 +2,212	+2%	+$1.01M	2.54%	2
2023 Q4	$41.1M	Buy	94,105 +2,828	+3%	+$1.16M	2.31%	4
2023 Q3	$35.8M	Buy	91,277 +3,173	+4%	+$1.3M	2.32%	5
2023 Q2	$35.9M	Buy	88,104 +15,804	+22%	+$6.1M	2.19%	5
2023 Q1	$27.2M	Sell	72,300 -19,189	-21%	-$7.04M	1.76%	6
2022 Q4	$32.1M	Buy	91,489 +42,938	+88%	+$15.2M	2.27%	3
2022 Q3	$15.9M	Buy	48,551 +1,069	+2%	+$390K	1.25%	8
2022 Q2	$16.5M	Buy	47,482 +2,846	+6%	+$1.07M	1.3%	12
2022 Q1	$18.5M	Buy	44,636 +19,457	+77%	+$7.97M	1.25%	8
2021 Q4	$11M	Buy	25,179 +4,109	+20%	+$1.73M	0.85%	18
2021 Q3	$8.31M	Buy	21,070 +7,656	+57%	+$3.11M	0.81%	22
2021 Q2	$5.28M	Buy	13,414 +1,693	+14%	+$650K	0.63%	35
2021 Q1	$4.27M	Sell	11,721 -907	-7%	-$322K	0.66%	37
2020 Q4	$4.34M	Sell	12,628 -414	-3%	-$135K	0.86%	29
2020 Q3	$4.01M	Sell	13,042 -803	-6%	-$245K	0.96%	25
2020 Q2	$3.92M	Sell	13,845 -3,989	-22%	-$1.07M	1%	25
2020 Q1	$4.22M	Buy	17,834 +4,563	+34%	+$1.28M	1.09%	23
2019 Q4	$3.93M	Sell	13,271 -3,198	-19%	-$905K	0.96%	28
2019 Q3	$4.49M	Buy	16,469 +1,830	+13%	+$497K	1.14%	22
2019 Q2	$3.94M	Buy	14,639 +1,049	+8%	+$278K	1.2%	20
2019 Q1	$3.53M	Sell	13,590 -83	-0.6%	-$20.7K	1.29%	19
2018 Q4	$3.14M	Buy	+13,673	New	+$3.39M	1.83%	13

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q2 2026, buying an estimated $1.61M and bringing the position to 97,638 shares worth $67.1M. The position accounts for 2.12% of the portfolio, ranked #5.

Gladstone Institutional Advisory first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. 2,072 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Gladstone Institutional Advisory held 97,638 shares of Vanguard S&P 500 ETF worth $67.1M as of Q2 2026.
Gladstone Institutional Advisory bought 2,408 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.61M.
Vanguard S&P 500 ETF made up 2.12% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #5 holding.
Gladstone Institutional Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
2,072 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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