Gladstone Institutional Advisory LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1766530
Bedminster, NJ
Position in VIG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$20,272,200
+$138,374 QoQ
Shares Held
94,263
+2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.82%
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%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,272,200 | 94,263 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,133,826 | 91,609 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,084,036 | 88,438 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $17,978,622 | 87,842 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,749,272 | 81,186 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,679,128 | 80,065 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $15,140,696 | 76,445 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,587,089 | 8,694 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,633,081 | 8,943 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,788,255 | 16,363 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,442,392 | 9,283 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,538,212 | 9,470 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,565,049 | 10,162 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,936,998 | 12,756 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,340,246 | 9,916 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $1,487,783 | 10,370 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $1,730,733 | 10,673 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $1,101,261 | 6,412 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $950,476 | 6,188 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $1,042,355 | 6,734 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $967,786 | 6,580 | Shares | Sole | 2023-01-30 | |
| 2020-12-31 | $918,734 | 6,508 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $839,506 | 6,525 | Shares | Sole | 2023-01-30 | |
| 2020-06-30 | $738,468 | 6,302 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $658,697 | 6,371 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||