GIA
VT icon

Gladstone Institutional Advisory’s Vanguard Total World Stock ETF VT Stock Holding History

Gladstone Institutional Advisory’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.2M Buy
20,402
+1,427
+8% +$218K 0.1% 213
2026
Q1 		$2.62M Buy
18,975
+1,953
+11% +$281K 0.1% 218
2025
Q4 		$2.4M Buy
17,022
+4,923
+41% +$688K 0.09% 229
2025
Q3 		$1.67M Buy
12,099
+1,055
+10% +$140K 0.06% 275
2025
Q2 		$1.42M Buy
11,044
+987
+10% +$118K 0.06% 291
2025
Q1 		$1.17M Sell
10,057
-1,088
-10% -$130K 0.05% 306
2024
Q4 		$1.31M Buy
11,145
+503
+5% +$60.4K 0.06% 291
2024
Q3 		$1.27M Sell
10,642
-160
-1% -$18.4K 0.06% 289
2024
Q2 		$1.22M Buy
10,802
+158
+1% +$17.4K 0.06% 282
2024
Q1 		$1.18M Buy
10,644
+498
+5% +$52.7K 0.06% 276
2023
Q4 		$1.04M Buy
10,146
+480
+5% +$46.2K 0.06% 281
2023
Q3 		$901K Buy
9,666
+366
+4% +$35.5K 0.06% 280
2023
Q2 		$902K Buy
9,300
+14
+0.2% +$1.31K 0.06% 297
2023
Q1 		$855K Buy
9,286
+2,062
+29% +$187K 0.06% 315
2022
Q4 		$623K Buy
7,224
+1
+0% +$85 0.04% 356
2022
Q3 		$570K Buy
7,223
+3,888
+117% +$342K 0.04% 370
2022
Q2 		$285K Buy
3,335
+282
+9% +$26.1K 0.02% 516
2022
Q1 		$309K Sell
3,053
-721
-19% -$73K 0.02% 541
2021
Q4 		$405K Buy
3,774
+477
+14% +$50.7K 0.03% 423
2021
Q3 		$336K Buy
3,297
+301
+10% +$31.6K 0.03% 405
2021
Q2 		$310K Buy
+2,996
New +$306K 0.04% 390

Other funds holding VT

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard Total World Stock ETF (VT) stake by 7.5% in Q2 2026, buying an estimated $218K and bringing the position to 20,402 shares worth $3.2M. The position accounts for 0.1% of the portfolio, ranked #213.

Gladstone Institutional Advisory first reported a position in VT in Q2 2021 and has held it in 21 quarters since. 462 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Gladstone Institutional Advisory held 20,402 shares of Vanguard Total World Stock ETF worth $3.2M as of Q2 2026.
  • Gladstone Institutional Advisory bought 1,427 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $218K.
  • Vanguard Total World Stock ETF made up 0.1% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #213 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Total World Stock ETF in Q2 2021 and has held it in 21 quarters since.
  • 462 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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