Gladstone Institutional Advisory’s Vanguard Extended Market ETF VXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Sell	6,042 -919	-13%	-$211K	0.05%	344
2026 Q1	$1.43M	Buy	6,961 +5,832	+517%	+$1.25M	0.05%	311
2025 Q4	$236K	Buy	1,129 +9	+0.8%	+$1.89K	0.01%	712
2025 Q3	$234K	Buy	1,120 +41	+4%	+$8.29K	0.01%	722
2025 Q2	$208K	Buy	+1,079	New	+$192K	0.01%	707
2025 Q1	–	Sell	-1,069	Closed	-$203K	–	760
2024 Q4	$203K	Buy	+1,069	New	+$206K	0.01%	669
2023 Q2	–	Sell	-2,124	Closed	-$298K	–	717
2023 Q1	$298K	Buy	+2,124	New	+$301K	0.02%	526
2022 Q2	–	Sell	-1,321	Closed	-$219K	–	741
2022 Q1	$219K	Buy	1,321 +136	+11%	+$22.4K	0.01%	640
2021 Q4	$217K	Buy	+1,185	New	+$223K	0.02%	547

Other funds holding VXF

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Gladstone Institutional Advisory reduced its Vanguard Extended Market ETF (VXF) stake by 13% in Q2 2026, selling an estimated $211K and leaving 6,042 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #344.

Gladstone Institutional Advisory first reported a position in VXF in Q4 2021 and has held it in 9 quarters since. 1,071 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Gladstone Institutional Advisory held 6,042 shares of Vanguard Extended Market ETF worth $1.49M as of Q2 2026.
Gladstone Institutional Advisory sold 919 Vanguard Extended Market ETF shares in Q2 2026, an estimated $211K.
Vanguard Extended Market ETF made up 0.05% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #344 holding.
Gladstone Institutional Advisory first reported a position in Vanguard Extended Market ETF in Q4 2021 and has held it in 9 quarters since.
1,071 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

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