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

Guardian Wealth Advisors (North Carolina)’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-101	Closed	-$18.6K	–	601
2026 Q1	$18.6K	Buy	+101	New	+$18.9K	﹤0.01%	507
2025 Q3	–	Sell	-51	Closed	-$8.39K	–	548
2025 Q2	$8.39K	Sell	51 -52	-50%	-$8.23K	﹤0.01%	488
2025 Q1	$16.5K	Hold	103	–	–	﹤0.01%	439
2024 Q4	$16.7K	Sell	103 -110	-52%	-$18.6K	﹤0.01%	424
2024 Q3	$35.7K	Hold	213	–	–	﹤0.01%	326
2024 Q2	$32K	Sell	213 -43	-17%	-$6.53K	﹤0.01%	322
2024 Q1	$39.9K	Sell	256 -111	-30%	-$16.3K	﹤0.01%	334
2023 Q4	$52.6K	Buy	367 +270	+278%	+$36.3K	0.01%	303
2023 Q3	$13.4K	Sell	97 -15	-13%	-$2.08K	﹤0.01%	347
2023 Q2	$15.5K	Buy	112 +15	+15%	+$2K	﹤0.01%	329
2023 Q1	$13K	Hold	97	–	–	﹤0.01%	326
2022 Q4	$13.1K	Hold	97	–	–	﹤0.01%	306
2022 Q3	$12K	Sell	97 -54	-36%	-$7.31K	﹤0.01%	283
2022 Q2	$20K	Hold	151	–	–	﹤0.01%	269
2022 Q1	$23K	Hold	151	–	–	0.01%	204
2021 Q4	$23K	Buy	+151	New	+$22.2K	0.01%	192

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 101 shares — an estimated $18.6K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in VOE in Q4 2021 and held it in 16 quarters. The position peaked at $52.6K in Q4 2023. 1,238 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 101 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $18.6K.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s Vanguard Morningstar Mid-Cap Value ETF position peaked at $52.6K in Q4 2023.
1,238 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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