Guardian Wealth Management (Illinois)’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-209	Closed	-$33.7K	–	204
2025 Q1	$33.7K	Buy	209 +1	+0.5%	+$163	0.02%	117
2024 Q4	$33.7K	Buy	208 +1	+0.5%	+$169	0.02%	127
2024 Q3	$34.7K	Buy	207 +43	+26%	+$6.84K	0.02%	125
2024 Q2	$24.7K	Hold	164	–	–	0.02%	133
2024 Q1	$25.6K	Hold	164	–	–	0.02%	130
2023 Q4	$23.7K	Buy	164 +67	+69%	+$9K	0.02%	135
2023 Q3	$12.7K	Hold	97	–	–	0.01%	151
2023 Q2	$13.4K	Buy	97 +1	+1%	+$133	0.01%	147
2023 Q1	$12.9K	Buy	96 +54	+129%	+$7.49K	0.01%	149
2022 Q4	$5.64K	Buy	42 +1	+2%	+$134	0.01%	192
2022 Q3	$5K	Hold	41	–	–	0.01%	188
2022 Q2	$5K	Hold	41	–	–	0.01%	182
2022 Q1	$6K	Hold	41	–	–	0.01%	190
2021 Q4	$6K	Buy	+41	New	+$6.02K	0.01%	187

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Guardian Wealth Management (Illinois) sold out of Vanguard Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 209 shares — an estimated $33.7K sold.

Guardian Wealth Management (Illinois) first reported a position in VOE in Q4 2021 and held it in 14 quarters. The position peaked at $34.7K in Q3 2024. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Vanguard Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 209 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $33.7K.
Guardian Wealth Management (Illinois) first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Vanguard Mid-Cap Value ETF position peaked at $34.7K in Q3 2024.
1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.

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