Gladstone Institutional Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15M	Buy	40,537 +9,314	+30%	+$3.33M	0.47%	49
2026 Q1	$10M	Buy	31,223 +1,264	+4%	+$424K	0.37%	56
2025 Q4	$10M	Sell	29,959 -481	-2%	-$160K	0.38%	56
2025 Q3	$9.99M	Buy	30,440 +178	+0.6%	+$56.2K	0.38%	54
2025 Q2	$9.2M	Buy	30,262 +475	+2%	+$134K	0.38%	53
2025 Q1	$8.19M	Buy	29,787 +4,417	+17%	+$1.28M	0.38%	58
2024 Q4	$7.35M	Buy	25,370 +14,573	+135%	+$4.25M	0.34%	66
2024 Q3	$3.06M	Sell	10,797 -1,132	-9%	-$309K	0.15%	165
2024 Q2	$3.19M	Buy	11,929 +815	+7%	+$211K	0.17%	157
2024 Q1	$2.89M	Sell	11,114 -425	-4%	-$105K	0.16%	170
2023 Q4	$2.74M	Buy	11,539 +1,057	+10%	+$234K	0.15%	167
2023 Q3	$2.23M	Sell	10,482 -689	-6%	-$153K	0.14%	177
2023 Q2	$2.46M	Sell	11,171 -1,056	-9%	-$220K	0.15%	171
2023 Q1	$2.5M	Sell	12,227 -2,330	-16%	-$466K	0.16%	171
2022 Q4	$2.78M	Sell	14,557 -2,233	-13%	-$430K	0.2%	150
2022 Q3	$3.01M	Sell	16,790 -1,065	-6%	-$212K	0.24%	105
2022 Q2	$3.37M	Sell	17,855 -4,713	-21%	-$968K	0.27%	90
2022 Q1	$5.14M	Buy	22,568 +1,097	+5%	+$247K	0.35%	70
2021 Q4	$5.18M	Sell	21,471 -299	-1%	-$70.6K	0.4%	67
2021 Q3	$4.83M	Sell	21,770 -1,635	-7%	-$373K	0.47%	49
2021 Q2	$5.21M	Sell	23,405 -396	-2%	-$85.9K	0.62%	36
2021 Q1	$4.92M	Sell	23,801 -563	-2%	-$114K	0.76%	31
2020 Q4	$4.74M	Sell	24,364 -1,782	-7%	-$326K	0.94%	26
2020 Q3	$4.45M	Buy	26,146 +1,206	+5%	+$203K	1.06%	21
2020 Q2	$3.9M	Sell	24,940 -32,604	-57%	-$4.81M	0.99%	26
2020 Q1	$7.42M	Buy	57,544 +17,009	+42%	+$2.63M	1.91%	11
2019 Q4	$6.63M	Sell	40,535 -3,155	-7%	-$494K	1.63%	15
2019 Q3	$6.6M	Sell	43,690 -14,258	-25%	-$2.15M	1.68%	14
2019 Q2	$8.7M	Buy	57,948 +15,019	+35%	+$2.21M	2.65%	6
2019 Q1	$6.21M	Sell	42,929 -15,734	-27%	-$2.2M	2.28%	11
2018 Q4	$7.49M	Buy	+58,663	New	+$8.1M	4.36%	3

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 30% in Q2 2026, buying an estimated $3.33M and bringing the position to 40,537 shares worth $15M. The position accounts for 0.47% of the portfolio, ranked #49.

Gladstone Institutional Advisory first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Gladstone Institutional Advisory held 40,537 shares of Vanguard Morningstar Total Stock Market ETF worth $15M as of Q2 2026.
Gladstone Institutional Advisory bought 9,314 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.33M.
Vanguard Morningstar Total Stock Market ETF made up 0.47% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #49 holding.
Gladstone Institutional Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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