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Gladstone Institutional Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Gladstone Institutional Advisory’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.6M Buy
193,222
+4,054
+2% +$341K 0.53% 44
2026
Q1 		$13.8M Sell
189,168
-16,494
-8% -$1.28M 0.51% 47
2025
Q4 		$16.7M Buy
205,662
+20,082
+11% +$1.63M 0.63% 35
2025
Q3 		$14.8M Buy
185,580
+11,430
+7% +$873K 0.57% 36
2025
Q2 		$12.7M Sell
174,150
-6,810
-4% -$448K 0.53% 39
2025
Q1 		$11.2M Buy
180,960
+20,274
+13% +$1.37M 0.52% 41
2024
Q4 		$11M Buy
160,686
+13,818
+9% +$928K 0.51% 40
2024
Q3 		$9.4M Buy
146,868
+12,516
+9% +$776K 0.46% 51
2024
Q2 		$8.37M Buy
134,352
+29,364
+28% +$1.71M 0.44% 51
2024
Q1 		$6.02M Buy
104,988
+2,004
+2% +$110K 0.33% 73
2023
Q4 		$5.34M Buy
102,984
+2,250
+2% +$109K 0.3% 81
2023
Q3 		$4.57M Sell
100,734
-49,860
-33% -$2.35M 0.3% 83
2023
Q2 		$7.1M Buy
150,594
+44,484
+42% +$1.93M 0.43% 50
2023
Q1 		$4.41M Sell
106,110
-78,912
-43% -$3.07M 0.29% 97
2022
Q4 		$6.57M Sell
185,022
-516
-0.3% -$19K 0.46% 45
2022
Q3 		$6.62M Buy
185,538
+73,062
+65% +$2.94M 0.52% 35
2022
Q2 		$4.18M Buy
112,476
+1,968
+2% +$80.9K 0.33% 73
2022
Q1 		$5.3M Buy
110,508
+6,084
+6% +$288K 0.36% 66
2021
Q4 		$5.58M Buy
104,424
+10,992
+12% +$573K 0.43% 60
2021
Q3 		$4.52M Buy
93,432
+6,408
+7% +$319K 0.44% 59
2021
Q2 		$4.16M Sell
87,024
-1,224
-1% -$55.6K 0.49% 55
2021
Q1 		$3.78M Sell
88,248
-6,540
-7% -$280K 0.59% 47
2020
Q4 		$4M Buy
94,788
+1,572
+2% +$62.7K 0.8% 31
2020
Q3 		$3.54M Buy
93,216
+3,558
+4% +$131K 0.84% 30
2020
Q2 		$3.02M Buy
89,658
+522
+0.6% +$16.1K 0.77% 33
2020
Q1 		$2.33M Sell
89,136
-20,754
-19% -$622K 0.6% 38
2019
Q4 		$3.34M Sell
109,890
-19,620
-15% -$567K 0.82% 31
2019
Q3 		$3.59M Sell
129,510
-32,118
-20% -$891K 0.91% 28
2019
Q2 		$4.4M Sell
161,628
-149,154
-48% -$3.98M 1.34% 17
2019
Q1 		$8.1M Sell
310,782
-22,626
-7% -$558K 2.97% 6
2018
Q4 		$7.46M Buy
+333,408
New +$8.08M 4.35% 4

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Gladstone Institutional Advisory increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.1% in Q2 2026, buying an estimated $341K and bringing the position to 193,222 shares worth $16.6M. The position accounts for 0.53% of the portfolio, ranked #44.

Gladstone Institutional Advisory first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. The position peaked at $16.7M in Q4 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Gladstone Institutional Advisory held 193,222 shares of Vanguard Morningstar Growth ETF worth $16.6M as of Q2 2026.
  • Gladstone Institutional Advisory bought 4,054 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $341K.
  • Vanguard Morningstar Growth ETF made up 0.53% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #44 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Gladstone Institutional Advisory's Vanguard Morningstar Growth ETF position peaked at $16.7M in Q4 2025.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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