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Disclosery

Gladstone Institutional Advisory LLC: VUG position timeline

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

Gladstone Institutional Advisory LLC held 193,222 VUG 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 193,222 shares
    Change vs previous 13F +161,694 shares

    0.53% of the 13F portfolio, value $16,644,166.

    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 31,528 shares
    Change vs previous 13F -2,749 shares

    0.51% of the 13F portfolio, value $13,771,143.

    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 34,277 shares
    Change vs previous 13F +3,347 shares

    0.63% of the 13F portfolio, value $16,722,644.

    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 30,930 shares
    Change vs previous 13F +1,905 shares

    0.57% of the 13F portfolio, value $14,834,202.

    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 29,025 shares
    Change vs previous 13F -1,135 shares

    0.53% of the 13F portfolio, value $12,724,607.

    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 30,160 shares
    Change vs previous 13F +3,379 shares

    0.52% of the 13F portfolio, value $11,183,777.

    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 26,781 shares
    Change vs previous 13F +2,303 shares

    0.51% of the 13F portfolio, value $10,991,942.

    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 24,478 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $9,397,653.

    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).