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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
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 		$1.09M 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 0.07% 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

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its Vanguard High Dividend Yield ETF (VYM) stake by 15% in Q1 2026, buying an estimated $263K and bringing the position to 13,459 shares worth $1.99M. The position accounts for 0.07% of the portfolio, ranked #265.

Gladstone Institutional Advisory first reported a position in VYM in Q4 2018 and has held it in 30 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Gladstone Institutional Advisory held 13,459 shares of Vanguard High Dividend Yield ETF worth $1.99M as of Q1 2026.
  • Gladstone Institutional Advisory bought 1,752 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $263K.
  • Vanguard High Dividend Yield ETF made up 0.07% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #265 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

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