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

Guardian Wealth Management (Illinois)’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$287K Buy
1,307
+45
+4% +$9.71K 0.14% 58
2026
Q1 		$257K Sell
1,262
-8
-0.6% -$1.67K 0.14% 58
2025
Q4 		$260K Buy
1,270
+15
+1% +$3.04K 0.15% 62
2025
Q3 		$250K Buy
1,255
+3
+0.2% +$582 0.15% 57
2025
Q2 		$236K Buy
1,252
+11
+0.9% +$1.98K 0.16% 57
2025
Q1 		$229K Sell
1,241
-45
-3% -$8.42K 0.15% 58
2024
Q4 		$237K Buy
1,286
+9
+0.7% +$1.73K 0.16% 67
2024
Q3 		$244K Buy
1,277
+71
+6% +$13K 0.17% 63
2024
Q2 		$212K Buy
1,206
+255
+27% +$44.9K 0.16% 63
2024
Q1 		$172K Sell
951
-510
-35% -$87.6K 0.13% 68
2023
Q4 		$245K Buy
1,461
+746
+104% +$116K 0.21% 60
2023
Q3 		$106K Buy
715
+1
+0.1% +$156 0.1% 80
2023
Q2 		$111K Hold
714
– – 0.1% 79
2023
Q1 		$105K Sell
714
-7,141
-91% -$1.04M 0.1% 83
2022
Q4 		$1.1M Buy
7,855
+7,740
+6,730% +$1.07M 1.08% 37
2022
Q3 		$14K Buy
+115
New +$15.7K 0.02% 151

Other funds holding VOOV

SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

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

Guardian Wealth Management (Illinois) increased its Vanguard S&P 500 Value ETF (VOOV) stake by 3.6% in Q2 2026, buying an estimated $9.71K and bringing the position to 1,307 shares worth $287K. The position accounts for 0.14% of the portfolio, ranked #58.

Guardian Wealth Management (Illinois) first reported a position in VOOV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.1M in Q4 2022. 125 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 1,307 shares of Vanguard S&P 500 Value ETF worth $287K as of Q2 2026.
  • Guardian Wealth Management (Illinois) bought 45 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $9.71K.
  • Vanguard S&P 500 Value ETF made up 0.14% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #58 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Vanguard S&P 500 Value ETF in Q3 2022 and has held it in 16 quarters since.
  • Guardian Wealth Management (Illinois)'s Vanguard S&P 500 Value ETF position peaked at $1.1M in Q4 2022.
  • 125 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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