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 Q2	$4.65M	Buy	77,840 +8,717	+13%	+$512K	0.15%	152
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 13% in Q2 2026, buying an estimated $512K and bringing the position to 77,840 shares worth $4.65M. The position accounts for 0.15% of the portfolio, ranked #152.

Gladstone Institutional Advisory first reported a position in VWO in Q4 2018 and has held it in 29 quarters since. 2,613 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Gladstone Institutional Advisory held 77,840 shares of Vanguard FTSE Emerging Markets ETF worth $4.65M as of Q2 2026.
Gladstone Institutional Advisory bought 8,717 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $512K.
Vanguard FTSE Emerging Markets ETF made up 0.15% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #152 holding.
Gladstone Institutional Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 29 quarters since.
2,613 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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