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

Gladstone Institutional Advisory’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.65M Buy
44,162
+1,880
+4% +$149K 0.12% 192
2026
Q1 		$2.87M Sell
42,282
-336
-0.8% -$24.3K 0.11% 200
2025
Q4 		$3.16M Sell
42,618
-552
-1% -$40.6K 0.12% 183
2025
Q3 		$3.13M Sell
43,170
-606
-1% -$41.9K 0.12% 183
2025
Q2 		$2.89M Buy
43,776
+15,708
+56% +$935K 0.12% 182
2025
Q1 		$1.56M Buy
28,068
+12,396
+79% +$751K 0.07% 259
2024
Q4 		$956K Buy
15,672
+5,970
+62% +$358K 0.04% 334
2024
Q3 		$558K Sell
9,702
-234
-2% -$13K 0.03% 423
2024
Q2 		$552K Buy
9,936
+354
+4% +$18.4K 0.03% 407
2024
Q1 		$487K Sell
9,582
-396
-4% -$19.1K 0.03% 419
2023
Q4 		$450K Buy
9,978
+270
+3% +$11.6K 0.03% 433
2023
Q3 		$399K Buy
9,708
+1,836
+23% +$78.1K 0.03% 431
2023
Q2 		$333K Buy
7,872
+12
+0.2% +$477 0.02% 503
2023
Q1 		$302K Sell
7,860
-66
-0.8% -$2.42K 0.02% 521
2022
Q4 		$279K Sell
7,926
-324
-4% -$11.7K 0.02% 515
2022
Q3 		$287K Sell
8,250
-107,376
-93% -$4.19M 0.02% 506
2022
Q2 		$4.19M Buy
115,626
+30,582
+36% +$1.22M 0.33% 72
2022
Q1 		$3.91M Buy
85,044
+78,642
+1,228% +$3.55M 0.26% 103
2021
Q4 		$322K Buy
6,402
+240
+4% +$11.6K 0.02% 458
2021
Q3 		$274K Buy
6,162
+42
+0.7% +$1.93K 0.03% 451
2021
Q2 		$268K Buy
6,120
+120
+2% +$5K 0.03% 428
2021
Q1 		$235K Sell
6,000
-1,500
-20% -$58.3K 0.04% 363
2020
Q4 		$288K Buy
7,500
+1,200
+19% +$43.8K 0.06% 233
2020
Q3 		$219K Sell
6,300
-450
-7% -$15.3K 0.05% 244
2020
Q2 		$210K Buy
+6,750
New +$195K 0.05% 213

Other funds holding VOOG

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 4.4% in Q2 2026, buying an estimated $149K and bringing the position to 44,162 shares worth $3.65M. The position accounts for 0.12% of the portfolio, ranked #192.

Gladstone Institutional Advisory first reported a position in VOOG in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.19M in Q2 2022. 350 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Gladstone Institutional Advisory held 44,162 shares of Vanguard S&P 500 Growth ETF worth $3.65M as of Q2 2026.
  • Gladstone Institutional Advisory bought 1,880 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $149K.
  • Vanguard S&P 500 Growth ETF made up 0.12% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #192 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard S&P 500 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Gladstone Institutional Advisory's Vanguard S&P 500 Growth ETF position peaked at $4.19M in Q2 2022.
  • 350 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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