GWMI
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Guardian Wealth Management (Illinois)’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$619K Buy
2,547
+45
+2% +$10.5K 0.3% 52
2026
Q1 		$544K Sell
2,502
-41
-2% -$9.17K 0.3% 51
2025
Q4 		$539K Buy
2,543
+39
+2% +$8.17K 0.32% 52
2025
Q3 		$523K Buy
2,504
+36
+1% +$7.36K 0.31% 52
2025
Q2 		$481K Buy
2,468
+14
+0.6% +$2.59K 0.32% 52
2025
Q1 		$457K Buy
2,454
+148
+6% +$29.2K 0.31% 54
2024
Q4 		$457K Sell
2,306
-659
-22% -$135K 0.31% 53
2024
Q3 		$595K Buy
2,965
+1,100
+59% +$211K 0.42% 51
2024
Q2 		$340K Buy
1,865
+505
+37% +$93.3K 0.26% 55
2024
Q1 		$261K Buy
1,360
+53
+4% +$9.56K 0.2% 59
2023
Q4 		$235K Buy
1,307
+71
+6% +$11.6K 0.2% 61
2023
Q3 		$197K Buy
1,236
+35
+3% +$5.85K 0.18% 66
2023
Q2 		$199K Buy
1,201
+55
+5% +$8.66K 0.18% 66
2023
Q1 		$182K Buy
1,146
+273
+31% +$45.2K 0.18% 73
2022
Q4 		$139K Buy
873
+626
+253% +$99.7K 0.14% 84
2022
Q3 		$35K Buy
247
+101
+69% +$16K 0.04% 122
2022
Q2 		$22K Buy
146
+1
+0.7% +$164 0.02% 137
2022
Q1 		$26K Hold
145
– – 0.03% 141
2021
Q4 		$26K Buy
+145
New +$25.8K 0.03% 139

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s VBR Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) increased its Vanguard Small-Cap Value ETF (VBR) stake by 1.8% in Q2 2026, buying an estimated $10.5K and bringing the position to 2,547 shares worth $619K. The position accounts for 0.3% of the portfolio, ranked #52.

Guardian Wealth Management (Illinois) first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 2,547 shares of Vanguard Small-Cap Value ETF worth $619K as of Q2 2026.
  • Guardian Wealth Management (Illinois) bought 45 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $10.5K.
  • Vanguard Small-Cap Value ETF made up 0.3% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #52 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.