Gladstone Institutional Advisory’s Vanguard Communication Services ETF VOX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$266K	Sell	1,476 -142	-9%	-$27K	0.01%	713
2025 Q4	$313K	Buy	1,618 +30	+2%	+$5.63K	0.01%	620
2025 Q3	$298K	Sell	1,588 -65	-4%	-$11.6K	0.01%	645
2025 Q2	$283K	Sell	1,653 -189	-10%	-$29.1K	0.01%	622
2025 Q1	$273K	Sell	1,842 -869	-32%	-$138K	0.01%	605
2024 Q4	$420K	Sell	2,711 -2,021	-43%	-$308K	0.02%	509
2024 Q3	$688K	Sell	4,732 -579	-11%	-$79.9K	0.03%	377
2024 Q2	$734K	Sell	5,311 -251	-5%	-$33.4K	0.04%	353
2024 Q1	$730K	Sell	5,562 -1,821	-25%	-$228K	0.04%	339
2023 Q4	$869K	Sell	7,383 -377	-5%	-$41.6K	0.05%	312
2023 Q3	$816K	Sell	7,760 -1,840	-19%	-$199K	0.05%	296
2023 Q2	$1.02M	Buy	9,600 +237	+3%	+$23.8K	0.06%	272
2023 Q1	$905K	Buy	9,363 +377	+4%	+$34.8K	0.06%	305
2022 Q4	$739K	Sell	8,986 -12,186	-58%	-$1.03M	0.05%	328
2022 Q3	$1.74M	Buy	21,172 +471	+2%	+$44.9K	0.14%	185
2022 Q2	$1.95M	Buy	20,701 +1,593	+8%	+$166K	0.15%	166
2022 Q1	$2.29M	Buy	19,108 +847	+5%	+$104K	0.16%	170
2021 Q4	$2.48M	Buy	18,261 +14,019	+330%	+$1.95M	0.19%	147
2021 Q3	$597K	Buy	4,242 +2,211	+109%	+$321K	0.06%	292
2021 Q2	$292K	Buy	+2,031	New	+$280K	0.03%	405

Other funds holding VOX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gladstone Institutional Advisory's VOX Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Vanguard Communication Services ETF (VOX) stake by 8.8% in Q1 2026, selling an estimated $27K and leaving 1,476 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #713.

Gladstone Institutional Advisory first reported a position in VOX in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.48M in Q4 2021. 497 funds tracked by Wall St. Rank hold VOX as of Q1 2026.

Gladstone Institutional Advisory held 1,476 shares of Vanguard Communication Services ETF worth $266K as of Q1 2026.
Gladstone Institutional Advisory sold 142 Vanguard Communication Services ETF shares in Q1 2026, an estimated $27K.
Vanguard Communication Services ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #713 holding.
Gladstone Institutional Advisory first reported a position in Vanguard Communication Services ETF in Q2 2021 and has held it in 20 quarters since.
Gladstone Institutional Advisory's Vanguard Communication Services ETF position peaked at $2.48M in Q4 2021.
497 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.