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

Guardian Wealth Advisors (North Carolina)’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-134
Closed -$40.4K – 595
2026
Q1 		$40.4K Buy
+134
New +$42.1K ﹤0.01% 450
2025
Q3 		– Sell
-133
Closed -$36.9K – 541
2025
Q2 		$36.9K Hold
133
– – ﹤0.01% 419
2025
Q1 		$33.5K Buy
133
+70
+111% +$19.4K ﹤0.01% 406
2024
Q4 		$17.6K Sell
63
-13
-17% -$3.67K ﹤0.01% 422
2024
Q3 		$20.3K Hold
76
– – ﹤0.01% 356
2024
Q2 		$18.9K Sell
76
-38
-33% -$9.48K ﹤0.01% 347
2024
Q1 		$29.6K Sell
114
-349
-75% -$85.7K ﹤0.01% 347
2023
Q4 		$112K Sell
463
-31
-6% -$6.73K 0.02% 264
2023
Q3 		$106K Hold
494
– – 0.02% 258
2023
Q2 		$113K Sell
494
-96
-16% -$20.9K 0.02% 244
2023
Q1 		$128K Buy
590
+8
+1% +$1.73K 0.02% 234
2022
Q4 		$117K Hold
582
– – 0.02% 219
2022
Q3 		$114K Sell
582
-2
-0.3% -$429 0.02% 208
2022
Q2 		$115K Sell
584
-95
-14% -$20.6K 0.02% 199
2022
Q1 		$169K Sell
679
-125
-16% -$30.8K 0.07% 165
2021
Q4 		$227K Buy
+804
New +$231K 0.1% 138

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026, closing a stake of 134 shares — an estimated $40.4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in VBK in Q4 2021 and held it in 16 quarters. The position peaked at $227K in Q4 2021. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 134 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $40.4K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 16 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Vanguard Morningstar Small-Cap Growth ETF position peaked at $227K in Q4 2021.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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