GIA
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Gladstone Institutional Advisory’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Gladstone Institutional Advisory’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$672K Sell
2,195
-13
-0.6% -$3.75K 0.02% 510
2026
Q1 		$568K Buy
2,208
+113
+5% +$31K 0.02% 511
2025
Q4 		$585K Sell
2,095
-13
-0.6% -$3.72K 0.02% 469
2025
Q3 		$619K Sell
2,108
-57
-3% -$16.4K 0.02% 462
2025
Q2 		$616K Buy
2,165
+33
+2% +$8.51K 0.03% 444
2025
Q1 		$522K Sell
2,132
-179
-8% -$46.5K 0.02% 456
2024
Q4 		$586K Buy
2,311
+194
+9% +$49.9K 0.03% 433
2024
Q3 		$515K Buy
2,117
+16
+0.8% +$3.73K 0.03% 440
2024
Q2 		$482K Sell
2,101
-228
-10% -$52.3K 0.03% 429
2024
Q1 		$549K Buy
2,329
+131
+6% +$29.3K 0.03% 391
2023
Q4 		$483K Sell
2,198
-33
-1% -$6.6K 0.03% 423
2023
Q3 		$435K Sell
2,231
-221
-9% -$45.1K 0.03% 408
2023
Q2 		$504K Sell
2,452
-32
-1% -$6.2K 0.03% 395
2023
Q1 		$484K Sell
2,484
-155
-6% -$29.7K 0.03% 411
2022
Q4 		$474K Sell
2,639
-85
-3% -$15.4K 0.03% 409
2022
Q3 		$465K Sell
2,724
-126
-4% -$23.9K 0.04% 410
2022
Q2 		$500K Sell
2,850
-579
-17% -$112K 0.04% 412
2022
Q1 		$764K Sell
3,429
-493
-13% -$109K 0.05% 346
2021
Q4 		$999K Buy
3,922
+769
+24% +$194K 0.08% 263
2021
Q3 		$745K Buy
3,153
+831
+36% +$201K 0.07% 257
2021
Q2 		$549K Sell
2,322
-41
-2% -$9.2K 0.07% 283
2021
Q1 		$507K Buy
2,363
+16
+0.7% +$3.47K 0.08% 231
2020
Q4 		$498K Buy
2,347
+233
+11% +$45.9K 0.1% 162
2020
Q3 		$381K Sell
2,114
-46
-2% -$8.11K 0.09% 167
2020
Q2 		$357K Sell
2,160
-329
-13% -$49.7K 0.09% 159
2020
Q1 		$315K Sell
2,489
-3,222
-56% -$489K 0.08% 182
2019
Q4 		$907K Sell
5,711
-1,328
-19% -$203K 0.22% 93
2019
Q3 		$1.04M Sell
7,039
-333
-5% -$49.9K 0.27% 74
2019
Q2 		$1.1M Sell
7,372
-5,442
-42% -$794K 0.34% 59
2019
Q1 		$1.83M Sell
12,814
-992
-7% -$133K 0.67% 36
2018
Q4 		$1.65M Buy
+13,806
New +$1.77M 0.96% 23

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Gladstone Institutional Advisory reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.59% in Q2 2026, selling an estimated $3.75K and leaving 2,195 shares worth $672K. The position accounts for 0.02% of the portfolio, ranked #510.

Gladstone Institutional Advisory first reported a position in VOT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.83M in Q1 2019. 406 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Gladstone Institutional Advisory held 2,195 shares of Vanguard Mid-Cap Growth ETF worth $672K as of Q2 2026.
  • Gladstone Institutional Advisory sold 13 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.75K.
  • Vanguard Mid-Cap Growth ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #510 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Gladstone Institutional Advisory's Vanguard Mid-Cap Growth ETF position peaked at $1.83M in Q1 2019.
  • 406 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

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