Guardian Wealth Advisors (Minnesota)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Guardian Wealth Advisors (Minnesota)’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$390K	Sell	4,837 -3	-0.1%	-$233	0.2%	44
2026 Q1	$347K	Buy	4,840 +352	+8%	+$26.2K	0.2%	45
2025 Q4	$326K	Sell	4,488 -516	-10%	-$37.5K	0.18%	47
2025 Q3	$367K	Sell	5,004 -3,772	-43%	-$271K	0.21%	45
2025 Q2	$614K	Sell	8,776 -352	-4%	-$23.1K	0.36%	30
2025 Q1	$590K	Sell	9,128 -1,904	-17%	-$128K	0.38%	34
2024 Q4	$728K	Sell	11,032 -2,424	-18%	-$165K	0.47%	28
2024 Q3	$888K	Sell	13,456 -412	-3%	-$25.9K	0.55%	22
2024 Q2	$839K	Hold	13,868	–	–	0.55%	23
2024 Q1	$866K	Sell	13,868 -3,480	-20%	-$206K	0.56%	22
2023 Q4	$1.01M	Buy	17,348 +608	+4%	+$32.5K	0.7%	17
2023 Q3	$872K	Sell	16,740 -2,900	-15%	-$159K	0.67%	19
2023 Q2	$1.08M	Buy	19,640 +1,868	+11%	+$97.9K	0.79%	15
2023 Q1	$937K	Sell	17,772 -240	-1%	-$12.8K	0.73%	16
2022 Q4	$918K	Buy	18,012 +288	+2%	+$14.7K	0.81%	17
2022 Q3	$833K	Sell	17,724 -1,868	-10%	-$97.6K	0.81%	20
2022 Q2	$965K	Buy	19,592 +248	+1%	+$13.4K	0.89%	20
2022 Q1	$1.15M	Buy	19,344 +648	+3%	+$38K	0.95%	18
2021 Q4	$1.19M	Buy	18,696 +456	+3%	+$28.6K	0.95%	18
2021 Q3	$1.08M	Buy	18,240 +372	+2%	+$22.5K	0.96%	18
2021 Q2	$1.06M	Sell	17,868 -204	-1%	-$11.8K	0.92%	19
2021 Q1	$1M	Buy	18,072 +180	+1%	+$9.77K	0.93%	18
2020 Q4	$925K	Buy	+17,892	New	+$866K	0.92%	19

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s VO Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.06% in Q2 2026, selling an estimated $233 and leaving 4,837 shares worth $390K. The position accounts for 0.2% of the portfolio, ranked #44.

Guardian Wealth Advisors (Minnesota) first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.19M in Q4 2021. 2,488 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Guardian Wealth Advisors (Minnesota) held 4,837 shares of Vanguard Morningstar Mid-Cap ETF worth $390K as of Q2 2026.
Guardian Wealth Advisors (Minnesota) sold 3 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $233.
Vanguard Morningstar Mid-Cap ETF made up 0.2% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #44 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Guardian Wealth Advisors (Minnesota)'s Vanguard Morningstar Mid-Cap ETF position peaked at $1.19M in Q4 2021.
2,488 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.