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Guardian Wealth Advisors (North Carolina)’s Vanguard Total Stock Market ETF VTI Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.44M Buy
20,064
+893
+5% +$300K 0.41% 46
2025
Q4 		$6.43M Sell
19,171
-925
-5% -$308K 0.4% 43
2025
Q3 		$6.59M Sell
20,096
-758
-4% -$239K 0.43% 41
2025
Q2 		$6.34M Buy
20,854
+786
+4% +$221K 0.45% 42
2025
Q1 		$5.52M Buy
20,068
+120
+0.6% +$34.9K 0.44% 42
2024
Q4 		$5.78M Buy
19,948
+113
+0.6% +$33K 0.46% 43
2024
Q3 		$5.62M Sell
19,835
-11
-0.1% -$3K 0.6% 31
2024
Q2 		$5.31M Buy
19,846
+34
+0.2% +$8.8K 0.62% 29
2024
Q1 		$5.15M Buy
19,812
+14,637
+283% +$3.62M 0.63% 29
2023
Q4 		$1.23M Buy
5,175
+1
+0% +$221 0.19% 75
2023
Q3 		$1.1M Sell
5,174
-192
-4% -$42.5K 0.19% 74
2023
Q2 		$1.18M Sell
5,366
-253
-5% -$52.8K 0.2% 67
2023
Q1 		$1.15M Sell
5,619
-4
-0.1% -$801 0.2% 64
2022
Q4 		$1.08M Hold
5,623
– – 0.21% 61
2022
Q3 		$1.01M Sell
5,623
-1,426
-20% -$284K 0.19% 62
2022
Q2 		$1.33M Buy
7,049
+1,586
+29% +$326K 0.24% 45
2022
Q1 		$1.24M Buy
5,463
+1,244
+29% +$280K 0.54% 40
2021
Q4 		$1.02M Buy
+4,219
New +$996K 0.44% 45

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) increased its Vanguard Total Stock Market ETF (VTI) stake by 4.7% in Q1 2026, buying an estimated $300K and bringing the position to 20,064 shares worth $6.44M. The position accounts for 0.41% of the portfolio, ranked #46.

Guardian Wealth Advisors (North Carolina) first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.59M in Q3 2025. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 20,064 shares of Vanguard Total Stock Market ETF worth $6.44M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 893 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $300K.
  • Vanguard Total Stock Market ETF made up 0.41% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #46 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Vanguard Total Stock Market ETF position peaked at $6.59M in Q3 2025.
  • 3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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