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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$296K	Hold	1,350	–	–	0.01%	745
2026 Q1	$275K	Hold	1,350	–	–	0.01%	701
2025 Q4	$277K	Hold	1,350	–	–	0.01%	663
2025 Q3	$269K	Hold	1,350	–	–	0.01%	680
2025 Q2	$255K	Sell	1,350 -53	-4%	-$9.54K	0.01%	640
2025 Q1	$258K	Sell	1,403 -150	-10%	-$28.1K	0.01%	624
2024 Q4	$287K	Sell	1,553 -216	-12%	-$41.4K	0.01%	599
2024 Q3	$337K	Hold	1,769	–	–	0.02%	546
2024 Q2	$311K	Buy	1,769 +53	+3%	+$9.34K	0.02%	530
2024 Q1	$310K	Hold	1,716	–	–	0.02%	523
2023 Q4	$288K	Sell	1,716 -100	-6%	-$15.5K	0.02%	533
2023 Q3	$270K	Sell	1,816 -180	-9%	-$28.1K	0.02%	512
2023 Q2	$311K	Sell	1,996 -116	-5%	-$17.3K	0.02%	517
2023 Q1	$310K	Buy	2,112 +165	+8%	+$24.1K	0.02%	510
2022 Q4	$273K	Buy	1,947 +51	+3%	+$7.04K	0.02%	522
2022 Q3	$235K	Hold	1,896	–	–	0.02%	549
2022 Q2	$252K	Hold	1,896	–	–	0.02%	548
2022 Q1	$286K	Sell	1,896 -209	-10%	-$31.1K	0.02%	562
2021 Q4	$319K	Buy	2,105 +117	+6%	+$17.2K	0.02%	463
2021 Q3	$280K	Hold	1,988	–	–	0.03%	445
2021 Q2	$284K	Hold	1,988	–	–	0.03%	414
2021 Q1	$272K	Hold	1,988	–	–	0.04%	333
2020 Q4	$246K	Sell	1,988 -828	-29%	-$96.9K	0.05%	262
2020 Q3	$307K	Sell	2,816 -73	-3%	-$7.99K	0.07%	206
2020 Q2	$302K	Sell	2,889 -136	-4%	-$14K	0.08%	174
2020 Q1	$282K	Sell	3,025 -948	-24%	-$109K	0.07%	199
2019 Q4	$499K	Buy	3,973 +111	+3%	+$13.3K	0.12%	133
2019 Q3	$444K	Sell	3,862 -11	-0.3%	-$1.25K	0.11%	159
2019 Q2	$435K	Sell	3,873 -599	-13%	-$66.3K	0.13%	161
2019 Q1	$486K	Sell	4,472 -848	-16%	-$89.8K	0.18%	108
2018 Q4	$519K	Buy	+5,320	New	+$561K	0.3%	78

Other funds holding VOOV

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Gladstone Institutional Advisory held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 1,350 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #745.

Gladstone Institutional Advisory first reported a position in VOOV in Q4 2018 and has held it in 31 quarters since. The position peaked at $519K in Q4 2018. 456 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Gladstone Institutional Advisory held 1,350 shares of Vanguard S&P 500 Value ETF worth $296K as of Q2 2026.
Gladstone Institutional Advisory left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Value ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #745 holding.
Gladstone Institutional Advisory first reported a position in Vanguard S&P 500 Value ETF in Q4 2018 and has held it in 31 quarters since.
Gladstone Institutional Advisory's Vanguard S&P 500 Value ETF position peaked at $519K in Q4 2018.
456 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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