GIA
VTWG icon

Gladstone Institutional Advisory’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Gladstone Institutional Advisory’s Portfolio VTWG Stock Details VTWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$606K Sell
2,108
-1,399
-40% -$373K 0.02% 533
2026
Q1 		$803K Sell
3,507
-3,520
-50% -$855K 0.03% 426
2025
Q4 		$1.66M Sell
7,027
-367
-5% -$87.2K 0.06% 278
2025
Q3 		$1.73M Sell
7,394
-234
-3% -$51.6K 0.07% 268
2025
Q2 		$1.59M Buy
7,628
+435
+6% +$83.6K 0.07% 272
2025
Q1 		$1.34M Sell
7,193
-208
-3% -$42.9K 0.06% 284
2024
Q4 		$1.56M Sell
7,401
-492
-6% -$106K 0.07% 266
2024
Q3 		$1.64M Sell
7,893
-371
-4% -$74K 0.08% 257
2024
Q2 		$1.58M Buy
8,264
+147
+2% +$27.8K 0.08% 249
2024
Q1 		$1.6M Sell
8,117
-3,535
-30% -$657K 0.09% 245
2023
Q4 		$2.14M Sell
11,652
-2,513
-18% -$412K 0.12% 196
2023
Q3 		$2.31M Buy
14,165
+271
+2% +$47.2K 0.15% 171
2023
Q2 		$2.45M Buy
13,894
+1,289
+10% +$215K 0.15% 172
2023
Q1 		$2.08M Buy
12,605
+9,865
+360% +$1.64M 0.13% 188
2022
Q4 		$427K Sell
2,740
-19,787
-88% -$3.15M 0.03% 427
2022
Q3 		$3.39M Buy
+22,527
New +$3.69M 0.26% 98

Other funds holding VTWG

TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

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

Gladstone Institutional Advisory reduced its Vanguard Russell 2000 Growth ETF (VTWG) stake by 40% in Q2 2026, selling an estimated $373K and leaving 2,108 shares worth $606K. The position accounts for 0.02% of the portfolio, ranked #533.

Gladstone Institutional Advisory first reported a position in VTWG in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.39M in Q3 2022. 71 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

  • Gladstone Institutional Advisory held 2,108 shares of Vanguard Russell 2000 Growth ETF worth $606K as of Q2 2026.
  • Gladstone Institutional Advisory sold 1,399 Vanguard Russell 2000 Growth ETF shares in Q2 2026, an estimated $373K.
  • Vanguard Russell 2000 Growth ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #533 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • Gladstone Institutional Advisory's Vanguard Russell 2000 Growth ETF position peaked at $3.39M in Q3 2022.
  • 71 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

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