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Guardian Wealth Advisors (North Carolina)’s Vanguard S&P 500 ETF VOO Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$68.6M Buy
99,947
+658
+0.7% +$439K 3.85% 4
2026
Q1 		$59.3M Buy
99,289
+2,805
+3% +$1.75M 3.74% 5
2025
Q4 		$60.5M Buy
96,484
+880
+0.9% +$547K 3.76% 4
2025
Q3 		$58.5M Buy
95,604
+1,109
+1% +$654K 3.8% 5
2025
Q2 		$53.7M Buy
94,495
+12,609
+15% +$6.63M 3.78% 5
2025
Q1 		$42.1M Buy
81,886
+2,513
+3% +$1.36M 3.37% 7
2024
Q4 		$42.8M Buy
79,373
+51,975
+190% +$28.2M 3.37% 7
2024
Q3 		$14.5M Buy
27,398
+952
+4% +$484K 1.53% 15
2024
Q2 		$13.2M Sell
26,446
-836
-3% -$402K 1.55% 15
2024
Q1 		$13.1M Buy
27,282
+41
+0.2% +$18.8K 1.6% 15
2023
Q4 		$11.9M Buy
27,241
+1,421
+6% +$582K 1.81% 12
2023
Q3 		$10.2M Buy
25,820
+442
+2% +$181K 1.73% 13
2023
Q2 		$10.4M Buy
25,378
+2,850
+13% +$1.1M 1.78% 13
2023
Q1 		$8.47M Sell
22,528
-143
-0.6% -$52.4K 1.49% 15
2022
Q4 		$7.97M Sell
22,671
-116
-0.5% -$41K 1.53% 13
2022
Q3 		$7.51M Buy
22,787
+492
+2% +$180K 1.4% 13
2022
Q2 		$7.77M Buy
22,295
+3,015
+16% +$1.14M 1.42% 13
2022
Q1 		$8M Sell
19,280
-1,165
-6% -$477K 3.45% 5
2021
Q4 		$8.93M Buy
+20,445
New +$8.63M 3.84% 4

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) increased its Vanguard S&P 500 ETF (VOO) stake by 0.66% in Q2 2026, buying an estimated $439K and bringing the position to 99,947 shares worth $68.6M. The position accounts for 3.85% of the portfolio, ranked #4.

Guardian Wealth Advisors (North Carolina) first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 99,947 shares of Vanguard S&P 500 ETF worth $68.6M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 658 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $439K.
  • Vanguard S&P 500 ETF made up 3.85% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #4 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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