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

Guardian Wealth Advisors (North Carolina)’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$300K Sell
1,234
-521
-30% -$121K 0.02% 313
2026
Q1 		$381K Buy
1,755
+522
+42% +$117K 0.02% 252
2025
Q4 		$261K Hold
1,233
– – 0.02% 315
2025
Q3 		$258K Sell
1,233
-141
-10% -$28.8K 0.02% 308
2025
Q2 		$269K Hold
1,374
– – 0.02% 281
2025
Q1 		$256K Buy
1,374
+192
+16% +$37.9K 0.02% 271
2024
Q4 		$234K Sell
1,182
-228
-16% -$46.8K 0.02% 289
2024
Q3 		$283K Sell
1,410
-14
-1% -$2.69K 0.03% 219
2024
Q2 		$260K Sell
1,424
-206
-13% -$38.1K 0.03% 218
2024
Q1 		$313K Sell
1,630
-533
-25% -$96.2K 0.04% 205
2023
Q4 		$389K Buy
2,163
+21
+1% +$3.43K 0.06% 166
2023
Q3 		$342K Buy
2,142
+437
+26% +$73.1K 0.06% 169
2023
Q2 		$282K Buy
1,705
+613
+56% +$96.5K 0.05% 175
2023
Q1 		$173K Buy
1,092
+502
+85% +$83.1K 0.03% 219
2022
Q4 		$93.7K Buy
+590
New +$93.9K 0.02% 224

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 30% in Q2 2026, selling an estimated $121K and leaving 1,234 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #313.

Guardian Wealth Advisors (North Carolina) first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. The position peaked at $389K in Q4 2023. 1,771 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,234 shares of Vanguard Morningstar Small-Cap Value ETF worth $300K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 521 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $121K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #313 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Vanguard Morningstar Small-Cap Value ETF position peaked at $389K in Q4 2023.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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