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Guardian Wealth Advisors (North Carolina)’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s VBR Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Vanguard Small-Cap Value ETF (VBR) stake by 42% in Q1 2026, buying an estimated $117K and bringing the position to 1,755 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #252.

Guardian Wealth Advisors (North Carolina) first reported a position in VBR in Q4 2022 and has held it in 14 quarters since. The position peaked at $389K in Q4 2023. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,755 shares of Vanguard Small-Cap Value ETF worth $381K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 522 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $117K.
  • Vanguard Small-Cap Value ETF made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #252 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Vanguard Small-Cap Value ETF position peaked at $389K in Q4 2023.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.