Guardian Wealth Management (Illinois)’s Vanguard S&P 500 ETF VOO Stock Holding History

Guardian Wealth Management (Illinois)’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 Q1	–	Sell	-394	Closed	-$247K	–	67
2025 Q4	$247K	Buy	+394	New	+$245K	0.15%	63
2023 Q2	–	Sell	-3	Closed	-$1.18K	–	243
2023 Q1	$1.18K	Sell	3 -763	-100%	-$280K	﹤0.01%	221
2022 Q4	$269K	Hold	766	–	–	0.27%	68
2022 Q3	$251K	Buy	766 +4	+0.5%	+$1.46K	0.28%	65
2022 Q2	$264K	Buy	762 +2	+0.3%	+$753	0.28%	64
2022 Q1	$316K	Buy	760 +755	+15,100%	+$309K	0.31%	64
2021 Q4	$2K	Buy	+5	New	+$2.11K	﹤0.01%	208

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s VOO Position: Q1 2026 in Review

Guardian Wealth Management (Illinois) sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 394 shares — an estimated $247K sold.

Guardian Wealth Management (Illinois) first reported a position in VOO in Q4 2021 and held it in 7 quarters. The position peaked at $316K in Q1 2022. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Guardian Wealth Management (Illinois) reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 394 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $247K.
Guardian Wealth Management (Illinois) first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 7 quarters.
Guardian Wealth Management (Illinois)'s Vanguard S&P 500 ETF position peaked at $316K in Q1 2022.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2026, filed 8 May 2026.