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Guardian Wealth Advisors (North Carolina)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.93M Buy
9,672
+375
+4% +$107K 0.16% 89
2026
Q1 		$2.43M Sell
9,297
-22
-0.2% -$5.95K 0.15% 90
2025
Q4 		$2.4M Buy
9,319
+310
+3% +$79.4K 0.15% 89
2025
Q3 		$2.29M Buy
9,009
+284
+3% +$70.4K 0.15% 92
2025
Q2 		$2.07M Buy
8,725
+648
+8% +$145K 0.15% 93
2025
Q1 		$1.79M Buy
8,077
+442
+6% +$106K 0.14% 91
2024
Q4 		$1.83M Buy
7,635
+1,459
+24% +$359K 0.14% 90
2024
Q3 		$1.47M Buy
6,176
+316
+5% +$71.8K 0.16% 82
2024
Q2 		$1.28M Buy
5,860
+367
+7% +$80.6K 0.15% 84
2024
Q1 		$1.26M Buy
5,493
+3,399
+162% +$731K 0.15% 84
2023
Q4 		$447K Buy
2,094
+651
+45% +$125K 0.07% 145
2023
Q3 		$279K Sell
1,443
-7
-0.5% -$1.4K 0.05% 190
2023
Q2 		$288K Buy
1,450
+175
+14% +$33.1K 0.05% 173
2023
Q1 		$242K Buy
1,275
+190
+18% +$36.8K 0.04% 188
2022
Q4 		$199K Sell
1,085
-215
-17% -$39.8K 0.04% 198
2022
Q3 		$222K Buy
1,300
+1,062
+446% +$201K 0.04% 170
2022
Q2 		$42K Hold
238
– – 0.01% 243
2022
Q1 		$51K Hold
238
– – 0.02% 189
2021
Q4 		$54K Buy
+238
New +$54.1K 0.02% 170

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s VB Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4% in Q2 2026, buying an estimated $107K and bringing the position to 9,672 shares worth $2.93M. The position accounts for 0.16% of the portfolio, ranked #89.

Guardian Wealth Advisors (North Carolina) first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 9,672 shares of Vanguard Morningstar Small-Cap ETF worth $2.93M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 375 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $107K.
  • Vanguard Morningstar Small-Cap ETF made up 0.16% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #89 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.