GUARDIAN WEALTH ADVISORS, LLC / NC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1901403
RALEIGH, NC
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,435,070
+$31,234 QoQ
Shares Held
9,297
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,435,070 | 9,297 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,403,836 | 9,319 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,290,808 | 9,009 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,067,650 | 8,725 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,791,074 | 8,077 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,834,537 | 7,635 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,465,008 | 6,176 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,277,714 | 5,860 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,255,644 | 5,493 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $446,713 | 2,094 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $272,828 | 1,443 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $288,390 | 1,450 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $241,689 | 1,275 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $199,140 | 1,085 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $222,183 | 1,300 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $41,914 | 238 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $50,579 | 238 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $53,790 | 238 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||