GIA
VWO icon

Gladstone Institutional Advisory’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Gladstone Institutional Advisory’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.74M Buy
69,123
+45,899
+198% +$2.57M 0.14% 169
2025
Q4 		$1.25M Buy
23,224
+1,062
+5% +$57.7K 0.05% 328
2025
Q3 		$1.2M Sell
22,162
-1,299
-6% -$66.9K 0.05% 331
2025
Q2 		$1.16M Buy
23,461
+4,524
+24% +$210K 0.05% 322
2025
Q1 		$857K Sell
18,937
-1,073
-5% -$48.3K 0.04% 362
2024
Q4 		$881K Buy
20,010
+591
+3% +$27.5K 0.04% 349
2024
Q3 		$929K Buy
19,419
+126
+0.7% +$5.61K 0.05% 333
2024
Q2 		$844K Sell
19,293
-830
-4% -$35.8K 0.04% 322
2024
Q1 		$841K Sell
20,123
-2,404
-11% -$98.1K 0.05% 313
2023
Q4 		$926K Buy
22,527
+2,821
+14% +$112K 0.05% 299
2023
Q3 		$773K Buy
19,706
+230
+1% +$9.39K 0.05% 307
2023
Q2 		$792K Sell
19,476
-3,848
-16% -$155K 0.05% 314
2023
Q1 		$942K Buy
23,324
+3,481
+18% +$142K 0.06% 300
2022
Q4 		$773K Sell
19,843
-4,110
-17% -$157K 0.05% 322
2022
Q3 		$874K Sell
23,953
-12,966
-35% -$526K 0.07% 293
2022
Q2 		$1.54M Buy
36,919
+6,803
+23% +$294K 0.12% 190
2022
Q1 		$1.39M Buy
30,116
+19,550
+185% +$940K 0.09% 238
2021
Q4 		$523K Buy
10,566
+2,575
+32% +$130K 0.04% 372
2021
Q3 		$400K Buy
7,991
+132
+2% +$6.82K 0.04% 379
2021
Q2 		$427K Buy
7,859
+315
+4% +$16.8K 0.05% 322
2021
Q1 		$393K Buy
7,544
+842
+13% +$44.8K 0.06% 273
2020
Q4 		$336K Buy
6,702
+829
+14% +$38.9K 0.07% 212
2020
Q3 		$254K Buy
+5,873
New +$255K 0.06% 226
2020
Q1 		– Sell
-5,108
Closed -$228K – 321
2019
Q4 		$228K Sell
5,108
-485
-9% -$20.5K 0.06% 239
2019
Q3 		$225K Sell
5,593
-3,716
-40% -$153K 0.06% 251
2019
Q2 		$396K Sell
9,309
-1,973
-17% -$83K 0.12% 169
2019
Q1 		$480K Sell
11,282
-3,661
-24% -$151K 0.18% 110
2018
Q4 		$569K Buy
+14,943
New +$579K 0.33% 75

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 198% in Q1 2026, buying an estimated $2.57M and bringing the position to 69,123 shares worth $3.74M. The position accounts for 0.14% of the portfolio, ranked #169.

Gladstone Institutional Advisory first reported a position in VWO in Q4 2018 and has held it in 28 quarters since. 2,537 funds tracked by Wall St. Rank hold VWO as of Q1 2026.

  • Gladstone Institutional Advisory held 69,123 shares of Vanguard FTSE Emerging Markets ETF worth $3.74M as of Q1 2026.
  • Gladstone Institutional Advisory bought 45,899 Vanguard FTSE Emerging Markets ETF shares in Q1 2026, an estimated $2.57M.
  • Vanguard FTSE Emerging Markets ETF made up 0.14% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #169 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 28 quarters since.
  • 2,537 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2026.

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