Guardian Wealth Management (Illinois)’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-95	Closed	-$24K	–	199
2025 Q1	$24K	Hold	95	–	–	0.02%	129
2024 Q4	$26.6K	Hold	95	–	–	0.02%	137
2024 Q3	$25.4K	Buy	95 +8	+9%	+$2.05K	0.02%	135
2024 Q2	$21.7K	Hold	87	–	–	0.02%	136
2024 Q1	$22.6K	Hold	87	–	–	0.02%	132
2023 Q4	$20.9K	Buy	87 +35	+67%	+$7.6K	0.02%	137
2023 Q3	$11.2K	Hold	52	–	–	0.01%	155
2023 Q2	$12K	Hold	52	–	–	0.01%	149
2023 Q1	$11.3K	Buy	52 +34	+189%	+$7.35K	0.01%	153
2022 Q4	$3.64K	Hold	18	–	–	﹤0.01%	206
2022 Q3	$4K	Hold	18	–	–	﹤0.01%	197
2022 Q2	$4K	Sell	18 -81	-82%	-$17.6K	﹤0.01%	189
2022 Q1	$25K	Hold	99	–	–	0.02%	143
2021 Q4	$28K	Buy	+99	New	+$28.4K	0.03%	135

Other funds holding VBK

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

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

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

Guardian Wealth Management (Illinois)'s VBK Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2025, closing a stake of 95 shares — an estimated $24K sold.

Guardian Wealth Management (Illinois) first reported a position in VBK in Q4 2021 and held it in 14 quarters. The position peaked at $28K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 95 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $24K.
Guardian Wealth Management (Illinois) first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Vanguard Morningstar Small-Cap Growth ETF position peaked at $28K in Q4 2021.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.