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Disclosery

Gladstone Institutional Advisory LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gladstone Institutional Advisory LLC on VTI, newest first. How the timeline and the estimate are built.

Gladstone Institutional Advisory LLC held 40,537 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,537 shares
    Change vs previous 13F +9,314 shares

    0.47% of the 13F portfolio, value $15,000,392.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,223 shares
    Change vs previous 13F +1,264 shares

    0.37% of the 13F portfolio, value $10,016,910.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,959 shares
    Change vs previous 13F -481 shares

    0.38% of the 13F portfolio, value $10,044,426.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,440 shares
    Change vs previous 13F +178 shares

    0.38% of the 13F portfolio, value $9,989,433.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,262 shares
    Change vs previous 13F +475 shares

    0.38% of the 13F portfolio, value $9,197,505.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,787 shares
    Change vs previous 13F +4,417 shares

    0.38% of the 13F portfolio, value $8,186,696.

    13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,370 shares
    Change vs previous 13F +14,573 shares

    0.34% of the 13F portfolio, value $7,352,532.

    13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,797 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,057,335.

    13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).