Guardian Wealth Advisors (Minnesota)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,724	Closed	-$488K	–	82
2024 Q3	$488K	Hold	1,724	–	–	0.3%	47
2024 Q2	$461K	Hold	1,724	–	–	0.3%	48
2024 Q1	$448K	Buy	1,724 +340	+25%	+$84.1K	0.29%	49
2023 Q4	$328K	Buy	1,384 +150	+12%	+$33.2K	0.23%	54
2023 Q3	$262K	Hold	1,234	–	–	0.2%	57
2023 Q2	$272K	Hold	1,234	–	–	0.2%	57
2023 Q1	$252K	Hold	1,234	–	–	0.2%	59
2022 Q4	$236K	Hold	1,234	–	–	0.21%	58
2022 Q3	$221K	Hold	1,234	–	–	0.21%	57
2022 Q2	$233K	Buy	+1,234	New	+$254K	0.21%	58

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s VTI Position: Q4 2024 in Review

Guardian Wealth Advisors (Minnesota) sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2024, closing a stake of 1,724 shares — an estimated $488K sold.

Guardian Wealth Advisors (Minnesota) first reported a position in VTI in Q2 2022 and held it in 10 quarters. The position peaked at $488K in Q3 2024. 3,176 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

Guardian Wealth Advisors (Minnesota) reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2024 after selling out during the quarter.
Guardian Wealth Advisors (Minnesota) sold 1,724 Vanguard Morningstar Total Stock Market ETF shares in Q4 2024, an estimated $488K.
Guardian Wealth Advisors (Minnesota) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and held it in 10 quarters.
Guardian Wealth Advisors (Minnesota)'s Vanguard Morningstar Total Stock Market ETF position peaked at $488K in Q3 2024.
3,176 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q4 2024, filed 28 Jan 2025.