Gladstone Institutional Advisory LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1766530 Bedminster, NJ

Position in VB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,963,886

+$544,315 QoQ

Shares Held

11,316

+20.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,963,886	11,316	+20.6%	Shares	Sole	2026-05-14
2025-12-31	$2,419,571	9,380	+7.0%	Shares	Sole	2026-02-17
2025-09-30	$2,229,272	8,767	+2.7%	Shares	Sole	2025-10-22
2025-06-30	$2,022,624	8,535	+19.2%	Shares	Sole	2025-08-12
2025-03-31	$1,588,173	7,162	-4.6%	Shares	Sole	2025-05-15
2024-12-31	$1,803,301	7,505	+3.9%	Shares	Sole	2025-01-29
2024-09-30	$1,712,893	7,221	+9.5%	Shares	Sole	2024-10-28
2024-06-30	$1,437,755	6,594	+1.0%	Shares	Sole	2024-08-02
2024-03-31	$1,492,921	6,531	-9.1%	Shares	Sole	2024-05-14
2023-12-31	$1,532,349	7,183	+1.2%	Shares	Sole	2024-02-09
2023-09-30	$1,341,451	7,095	-10.6%	Shares	Sole	2023-11-13
2023-06-30	$1,579,186	7,940	-49.6%	Shares	Sole	2023-08-10
2023-03-31	$2,988,792	15,767	-8.3%	Shares	Sole	2023-05-12
2022-12-31	$3,154,685	17,188	+10.8%	Shares	Sole	2023-02-01
2022-09-30	$2,650,643	15,509	-2.6%	Shares	Sole	2023-01-30
2022-06-30	$2,802,790	15,915	-6.2%	Shares	Sole	2023-01-30
2022-03-31	$3,606,464	16,970	+35.2%	Shares	Sole	2023-01-30
2021-12-31	$2,836,651	12,551	+34.3%	Shares	Sole	2023-01-30
2021-09-30	$2,044,127	9,348	+313.6%	Shares	Sole	2023-01-30
2021-06-30	$509,132	2,260	+9.3%	Shares	Sole	2023-01-30
2021-03-31	$442,503	2,067	+19.4%	Shares	Sole	2023-01-30
2020-12-31	$336,991	1,731	-8.3%	Shares	Sole	2023-01-30
2020-09-30	$290,220	1,887	-0.3%	Shares	Sole	2023-01-30
2020-06-30	$275,847	1,893	-3.0%	Shares	Sole	2020-08-17
2020-03-31	$225,338	1,952	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.