Peterson Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Peterson Financial Group’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$28.7K	Buy	+145	New	+$27.6K	0.11%	127

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Peterson Financial Group's VIG Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2024: 145 shares worth $28.7K. The stake represents 0.11% of the portfolio and ranks #127 among its holdings.

2,106 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

Peterson Financial Group held 145 shares of Vanguard Dividend Appreciation ETF worth $28.7K as of Q3 2024.
Vanguard Dividend Appreciation ETF was a new Peterson Financial Group position in Q3 2024.
Vanguard Dividend Appreciation ETF made up 0.11% of Peterson Financial Group's portfolio in Q3 2024, its #127 holding.
2,106 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.