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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,010	Closed	-$200K	–	892
2025 Q4	$200K	Sell	2,010 -344	-15%	-$34.2K	0.01%	764
2025 Q3	$230K	Buy	2,354 +2	+0.1%	+$186	0.01%	726
2025 Q2	$205K	Sell	2,352 -262	-10%	-$21.3K	0.01%	713
2025 Q1	$211K	Sell	2,614 -176	-6%	-$15.4K	0.01%	682
2024 Q4	$249K	Buy	+2,790	New	+$257K	0.01%	631

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

Gladstone Institutional Advisory sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2026, closing a stake of 2,010 shares — an estimated $200K sold.

Gladstone Institutional Advisory first reported a position in VTWO in Q4 2024 and held it in 5 quarters. The position peaked at $249K in Q4 2024. 683 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Gladstone Institutional Advisory reported no remaining Vanguard Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Gladstone Institutional Advisory sold 2,010 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $200K.
Gladstone Institutional Advisory first reported a position in Vanguard Russell 2000 ETF in Q4 2024 and held it in 5 quarters.
Gladstone Institutional Advisory's Vanguard Russell 2000 ETF position peaked at $249K in Q4 2024.
683 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

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