Gladstone Institutional Advisory’s Vanguard High Dividend Yield ETF VYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.7M	Buy	17,411 +1,860	+12%	+$302K	0.08%	255
2026 Q2	$2.46M	Buy	15,551 +2,092	+16%	+$327K	0.08%	255
2026 Q1	$1.99M	Buy	13,459 +1,752	+15%	+$263K	0.07%	265
2025 Q4	$1.68M	Buy	11,707 +3,557	+44%	+$506K	0.06%	276
2025 Q3	$1.15M	Buy	8,150 +974	+14%	+$134K	0.04%	340
2025 Q2	$957K	Sell	7,176 -1,127	-14%	-$143K	0.04%	351
2025 Q1	$1.07M	Buy	8,303 +1,561	+23%	+$204K	0.05%	322
2024 Q4	$860K	Buy	6,742 +51	+0.8%	+$6.65K	0.04%	352
2024 Q3	$858K	Sell	6,691 -2,075	-24%	-$256K	0.04%	346
2024 Q2	$1.04M	Buy	8,766 +1,819	+26%	+$216K	0.05%	301
2024 Q1	$840K	Sell	6,947 -1,464	-17%	-$168K	0.05%	314
2023 Q4	$939K	Buy	8,411 +1,042	+14%	+$109K	0.05%	297
2023 Q3	$761K	Sell	7,369 -808	-10%	-$86.7K	0.05%	309
2023 Q2	$867K	Sell	8,177 -219	-3%	-$23K	0.05%	302
2023 Q1	$886K	Buy	8,396 +11	+0.1%	+$1.18K	0.06%	308
2022 Q4	$907K	Sell	8,385 -80	-0.9%	-$8.51K	0.06%	293
2022 Q3	$803K	Sell	8,465 -1,388	-14%	-$144K	0.06%	307
2022 Q2	$1M	Buy	9,853 +102	+1%	+$11.1K	0.08%	272
2022 Q1	$1.1M	Buy	9,751 +2,635	+37%	+$294K	0.07%	279
2021 Q4	$798K	Buy	7,116 +322	+5%	+$35K	0.06%	300
2021 Q3	$702K	Buy	6,794 +813	+14%	+$85.9K	0.07%	268
2021 Q2	$627K	Buy	5,981 +38	+0.6%	+$3.99K	0.08%	256
2021 Q1	$601K	Sell	5,943 -190	-3%	-$18.3K	0.09%	209
2020 Q4	$561K	Buy	6,133 +225	+4%	+$19.5K	0.11%	152
2020 Q3	$478K	Sell	5,908 -298	-5%	-$24.4K	0.11%	146
2020 Q2	$489K	Buy	6,206 +658	+12%	+$51.2K	0.12%	132
2020 Q1	$393K	Buy	5,548 +2,052	+59%	+$176K	0.1%	159
2019 Q4	$328K	Sell	3,496 -79	-2%	-$7.16K	0.08%	179
2019 Q3	$317K	Sell	3,575 -4,560	-56%	-$399K	0.08%	195
2019 Q2	$711K	Sell	8,135 -959	-11%	-$82.9K	0.22%	101
2019 Q1	$779K	Sell	9,094 -744	-8%	-$62.1K	0.29%	77
2018 Q4	$767K	Buy	+9,838	New	+$821K	0.45%	51

Other funds holding VYM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Gladstone Institutional Advisory's VYM Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Vanguard High Dividend Yield ETF (VYM) stake by 12% in Q3 2026, buying an estimated $302K and bringing the position to 17,411 shares worth $2.7M. The position accounts for 0.08% of the portfolio, ranked #255.

Gladstone Institutional Advisory first reported a position in VYM in Q4 2018 and has held it in 32 quarters since. 1,867 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Gladstone Institutional Advisory held 17,411 shares of Vanguard High Dividend Yield ETF worth $2.7M as of Q3 2026.
Gladstone Institutional Advisory bought 1,860 Vanguard High Dividend Yield ETF shares in Q3 2026, an estimated $302K.
Vanguard High Dividend Yield ETF made up 0.08% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #255 holding.
Gladstone Institutional Advisory first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 32 quarters since.
1,867 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.