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Disclosery

Guardian Wealth Management, Inc.: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guardian Wealth Management, Inc. on VCIT, newest first. How the timeline and the estimate are built.

Guardian Wealth Management, Inc. held 58,682 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,682 shares
    Change vs previous 13F +8,278 shares

    2.38% of the 13F portfolio, value $4,850,148.

    13F-HR 0001910205-26-000003 filed by Guardian Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 50,404 shares
    Change vs previous 13F +7,641 shares

    2.28% of the 13F portfolio, value $4,170,936.

    13F-HR 0001910205-26-000002 filed by Guardian Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,763 shares
    Change vs previous 13F +8,947 shares

    2.1% of the 13F portfolio, value $3,581,430.

    13F-HR 0001910205-26-000001 filed by Guardian Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,816 shares
    Change vs previous 13F +5,744 shares

    1.68% of the 13F portfolio, value $2,844,248.

    13F-HR 0001910205-25-000007 filed by Guardian Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,072 shares
    Change vs previous 13F +787 shares

    1.55% of the 13F portfolio, value $2,327,693.

    13F-HR 0001910205-25-000005 filed by Guardian Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,285 shares
    Change vs previous 13F +8,589 shares

    1.49% of the 13F portfolio, value $2,230,870.

    13F-HR 0001910205-25-000002 filed by Guardian Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,696 shares
    Change vs previous 13F +13,059 shares

    1.02% of the 13F portfolio, value $1,500,755.

    13F-HR 0001910205-25-000001 filed by Guardian Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,637 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $472,099.

    13F-HR 0001910205-24-000005 filed by Guardian Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).