Guardian Wealth Advisors (Minnesota)’s Vanguard 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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s VO Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its Vanguard Mid-Cap ETF (VO) stake by 7.8% in Q1 2026, buying an estimated $26.2K and bringing the position to 4,840 shares worth $347K. The position accounts for 0.2% of the portfolio, ranked #45.

Guardian Wealth Advisors (Minnesota) first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.19M in Q4 2021. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Guardian Wealth Advisors (Minnesota) held 4,840 shares of Vanguard Mid-Cap ETF worth $347K as of Q1 2026.
Guardian Wealth Advisors (Minnesota) bought 352 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $26.2K.
Vanguard Mid-Cap ETF made up 0.2% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #45 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Guardian Wealth Advisors (Minnesota)'s Vanguard Mid-Cap ETF position peaked at $1.19M in Q4 2021.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.