GIA
VPU

Gladstone Institutional Advisory’s Vanguard Utilities ETF VPU Stock Holding History

Gladstone Institutional Advisory’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298K Buy
1,522
+220
+17% +$43.1K 0.01% 743
2026
Q1 		$258K Buy
1,302
+6
+0.5% +$1.17K 0.01% 729
2025
Q4 		$240K Sell
1,296
-9
-0.7% -$1.73K 0.01% 705
2025
Q3 		$247K Buy
1,305
+86
+7% +$15.8K 0.01% 703
2025
Q2 		$215K Sell
1,219
-150
-11% -$25.9K 0.01% 695
2025
Q1 		$234K Buy
1,369
+17
+1% +$2.87K 0.01% 647
2024
Q4 		$221K Hold
1,352
– – 0.01% 653
2024
Q3 		$235K Buy
+1,352
New +$217K 0.01% 623

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard Utilities ETF (VPU) stake by 17% in Q2 2026, buying an estimated $43.1K and bringing the position to 1,522 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #743.

Gladstone Institutional Advisory first reported a position in VPU in Q3 2024 and has held it in 8 quarters since. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Gladstone Institutional Advisory held 1,522 shares of Vanguard Utilities ETF worth $298K as of Q2 2026.
  • Gladstone Institutional Advisory bought 220 Vanguard Utilities ETF shares in Q2 2026, an estimated $43.1K.
  • Vanguard Utilities ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #743 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 8 quarters since.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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