SEC 13F Intelligence

Guardian Wealth Advisors, LLC / VEA

Guardian Wealth Advisors, LLC’s Vanguard Tax-Managed Fds Position

Does Guardian Wealth Advisors, LLC own Vanguard Tax-Managed Fds (VEA)? Yes362.9K shares worth $23M (+13.37% of its 13F portfolio) as of Q1 2026, down from 378.8K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
362.9K
% of Portfolio
+13.37%
Quarters Held
21
currently held

Position History VEA

Reported value by quarter
Q1 ’21: $10MQ1 ’21Q2 ’21: $11MQ3 ’21: $11MQ4 ’21: $12MQ4 ’21Q1 ’22: $12MQ2 ’22: $10MQ3 ’22: $833,000Q3 ’22Q4 ’22: $12MQ1 ’23: $10MQ2 ’23: $15MQ2 ’23Q3 ’23: $15MQ4 ’23: $16MQ1 ’24: $17MQ1 ’24Q2 ’24: $17MQ3 ’24: $18MQ4 ’24: $17MQ4 ’24Q1 ’25: $19MQ2 ’25: $22MQ3 ’25: $23MQ3 ’25Q4 ’25: $24MQ1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026362.9K$23M+13.37%
Q4 2025378.8K$24M+13.35%
Q3 2025380.3K$23M+12.92%
Q2 2025386.9K$22M+13.06%
Q1 2025380.5K$19M+12.41%
Q4 2024359.4K$17M+11.01%
Q3 2024346.9K$18M+11.31%
Q2 2024341.5K$17M+10.98%
Q1 2024342.6K$17M+11.17%
Q4 2023340.6K$16M+11.38%
Q3 2023333.0K$15M+11.15%
Q2 2023329.4K$15M+11.19%
Q1 2023268.5K$10M+9.49%
Q4 2022288.0K$12M+10.73%
Q3 202222.9K$833,000+0.18%
Q2 2022255.8K$10M+9.61%
Q1 2022240.9K$12M+9.51%
Q4 2021230.6K$12M+9.44%
Q3 2021216.7K$11M+9.73%
Q2 2021214.1K$11M+9.55%
Q1 2021212.0K$10M+9.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Guardian Wealth Advisors, LLC’s full portfolio or all institutional holders of VEA.