Guardian Wealth Management (Illinois)’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-32	Closed	-$9.03K	–	210
2025 Q1	$9.03K	Sell	32 -1	-3%	-$291	0.01%	165
2024 Q4	$9.49K	Hold	33	–	–	0.01%	172
2024 Q3	$9.34K	Buy	33 +1	+3%	+$273	0.01%	175
2024 Q2	$8.68K	Hold	32	–	–	0.01%	175
2024 Q1	$8.43K	Hold	32	–	–	0.01%	171
2023 Q4	$7.67K	Hold	32	–	–	0.01%	179
2023 Q3	$6.84K	Sell	32 -16	-33%	-$3.54K	0.01%	174
2023 Q2	$10.6K	Hold	48	–	–	0.01%	157
2023 Q1	$9.76K	Hold	48	–	–	0.01%	162
2022 Q4	$9.1K	Buy	48 +1	+2%	+$193	0.01%	168
2022 Q3	$9K	Hold	47	–	–	0.01%	166
2022 Q2	$9K	Hold	47	–	–	0.01%	162
2022 Q1	$11K	Hold	47	–	–	0.01%	170
2021 Q4	$11K	Buy	+47	New	+$11.1K	0.01%	165

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Guardian Wealth Management (Illinois) sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 32 shares — an estimated $9.03K sold.

Guardian Wealth Management (Illinois) first reported a position in VTI in Q4 2021 and held it in 14 quarters. The position peaked at $11K in Q1 2022. 3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Vanguard Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 32 Vanguard Total Stock Market ETF shares in Q2 2025, an estimated $9.03K.
Guardian Wealth Management (Illinois) first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Vanguard Total Stock Market ETF position peaked at $11K in Q1 2022.
3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

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