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Vanguard Dividend Appreciation ETF shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 88k 215.79
2025-06-30 $18M 88k 204.67
2025-03-31 $16M 81k 193.99
2024-12-31 $16M 80k 195.83
2024-09-30 $15M 76k 198.06
2024-06-30 $1.6M 8.7k 182.56
2024-03-31 $1.6M 8.9k 182.62
2023-12-31 $2.8M 16k 170.40
2023-09-30 $1.4M 9.3k 155.37
2023-06-30 $1.5M 9.5k 162.42
2023-03-31 $1.6M 10k 154.00
2022-12-31 $1.9M 13k 151.84
2022-09-30 $1.3M 9.9k 135.14
2022-06-30 $1.5M 10k 143.49
2022-03-31 $1.7M 11k 162.19
2021-12-31 $1.1M 6.4k 171.71
2021-09-30 $950k 6.2k 153.52
2021-06-30 $1.0M 6.7k 154.74
2021-03-31 $968k 6.6k 147.11
2020-12-31 $919k 6.5k 141.21
2020-09-30 $840k 6.5k 128.74
2020-06-30 $739k 6.3k 117.26
2020-03-31 $659k 6.4k 103.44
2019-12-31 $487k 3.9k 124.65
2019-09-30 $604k 5.1k 119.53
2019-06-30 $442k 3.8k 115.31
2019-03-31 $426k 3.9k 109.60
2018-12-31 $401k 4.1k 97.95

More positions owned by Gladstone Institutional Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Wisdomtree Tr Floatng Rat Trea (USFR)
Purecycle Technologies (PCT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Gladstone Institutional Advisory

Top funds holding Vanguard Dividend Appreciation ETF

Morgan Stanley
Wells Fargo & Company
Vanguard Group
Wealthfront Advisers
LPL Financial
UBS Group
HB Wealth Management
Raymond James Financial
Royal Bank of Canada
Jpmorgan Chase & Co
Commonwealth Equity Services
Prudential Financial
Ameriprise Financial
HighTower Advisors
Envestnet Asset Management

View all funds holding Vanguard Dividend Appreciation ETF