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Gladstone Institutional Advisory’s Vanguard Large-Cap ETF VV Stock Holding History

Gladstone Institutional Advisory’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$681K Buy
2,279
+16
+0.7% +$5.01K 0.03% 464
2025
Q4 		$712K Buy
2,263
+115
+5% +$35.9K 0.03% 428
2025
Q3 		$661K Buy
2,148
+34
+2% +$10.1K 0.03% 446
2025
Q2 		$603K Sell
2,114
-113
-5% -$29.8K 0.02% 448
2025
Q1 		$572K Buy
2,227
+37
+2% +$10K 0.03% 436
2024
Q4 		$591K Buy
2,190
+980
+81% +$266K 0.03% 430
2024
Q3 		$319K Hold
1,210
– – 0.02% 565
2024
Q2 		$302K Buy
1,210
+47
+4% +$11.3K 0.02% 542
2024
Q1 		$279K Sell
1,163
-1,208
-51% -$276K 0.02% 545
2023
Q4 		$517K Buy
2,371
+1,200
+102% +$245K 0.03% 409
2023
Q3 		$229K Buy
1,171
+45
+4% +$9.16K 0.01% 550
2023
Q2 		$228K Sell
1,126
-9
-0.8% -$1.73K 0.01% 574
2023
Q1 		$212K Sell
1,135
-2,073
-65% -$377K 0.01% 601
2022
Q4 		$559K Buy
3,208
+1
+0% +$175 0.04% 378
2022
Q3 		$525K Sell
3,207
-1
-0% -$182 0.04% 379
2022
Q2 		$553K Sell
3,208
-88
-3% -$16.5K 0.04% 387
2022
Q1 		$687K Buy
3,296
+745
+29% +$153K 0.05% 363
2021
Q4 		$564K Buy
2,551
+21
+0.8% +$4.5K 0.04% 358
2021
Q3 		$508K Buy
+2,530
New +$523K 0.05% 319

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard Large-Cap ETF (VV) stake by 0.71% in Q1 2026, buying an estimated $5.01K and bringing the position to 2,279 shares worth $681K. The position accounts for 0.03% of the portfolio, ranked #464.

Gladstone Institutional Advisory first reported a position in VV in Q3 2021 and has held it in 19 quarters since. The position peaked at $712K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Gladstone Institutional Advisory held 2,279 shares of Vanguard Large-Cap ETF worth $681K as of Q1 2026.
  • Gladstone Institutional Advisory bought 16 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $5.01K.
  • Vanguard Large-Cap ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #464 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Large-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • Gladstone Institutional Advisory's Vanguard Large-Cap ETF position peaked at $712K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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