Guardian Wealth Advisors (Minnesota)’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$444K	Buy	744 +47	+7%	+$29.4K	0.26%	38
2025 Q4	$437K	Buy	697 +3	+0.4%	+$1.86K	0.25%	40
2025 Q3	$425K	Sell	694 -81	-10%	-$47.7K	0.24%	42
2025 Q2	$440K	Sell	775 -12	-2%	-$6.31K	0.26%	43
2025 Q1	$404K	Sell	787 -128	-14%	-$69.2K	0.26%	49
2024 Q4	$493K	Buy	915 +149	+19%	+$80.7K	0.32%	45
2024 Q3	$404K	Buy	766 +2	+0.3%	+$1.02K	0.25%	52
2024 Q2	$382K	Buy	764 +111	+17%	+$53.4K	0.25%	52
2024 Q1	$314K	Hold	653	–	–	0.2%	60
2023 Q4	$285K	Buy	653 +7	+1%	+$2.87K	0.2%	58
2023 Q3	$254K	Buy	646 +7	+1%	+$2.86K	0.19%	58
2023 Q2	$260K	Buy	+639	New	+$247K	0.19%	61

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Guardian Wealth Advisors (Minnesota) increased its Vanguard S&P 500 ETF (VOO) stake by 6.7% in Q1 2026, buying an estimated $29.4K and bringing the position to 744 shares worth $444K. The position accounts for 0.26% of the portfolio, ranked #38.

Guardian Wealth Advisors (Minnesota) first reported a position in VOO in Q2 2023 and has held it in 12 quarters since. The position peaked at $493K in Q4 2024. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Guardian Wealth Advisors (Minnesota) held 744 shares of Vanguard S&P 500 ETF worth $444K as of Q1 2026.
Guardian Wealth Advisors (Minnesota) bought 47 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $29.4K.
Vanguard S&P 500 ETF made up 0.26% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #38 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Guardian Wealth Advisors (Minnesota)'s Vanguard S&P 500 ETF position peaked at $493K in Q4 2024.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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