Guardian Wealth Advisors (North Carolina)’s Vanguard Russell 1000 ETF VONE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$453K	Sell	1,337 -32	-2%	-$10.5K	0.03%	256
2026 Q1	$404K	Hold	1,369	–	–	0.03%	243
2025 Q4	$423K	Buy	1,369 +36	+3%	+$11K	0.03%	241
2025 Q3	$403K	Buy	1,333 +8	+0.6%	+$2.33K	0.03%	241
2025 Q2	$372K	Buy	1,325 +75	+6%	+$19.5K	0.03%	236
2025 Q1	$317K	Buy	1,250 +32	+3%	+$8.56K	0.03%	244
2024 Q4	$325K	Buy	+1,218	New	+$327K	0.03%	237

Other funds holding VONE

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) reduced its Vanguard Russell 1000 ETF (VONE) stake by 2.3% in Q2 2026, selling an estimated $10.5K and leaving 1,337 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #256.

Guardian Wealth Advisors (North Carolina) first reported a position in VONE in Q4 2024 and has held it in 7 quarters since. 411 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 1,337 shares of Vanguard Russell 1000 ETF worth $453K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 32 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $10.5K.
Vanguard Russell 1000 ETF made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #256 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

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