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Peterson Financial Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Peterson Financial Group’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$283K Buy
1,620
+313
+24% +$52.4K 1.09% 25
2024
Q2 		$210K Hold
1,307
– – 1.28% 32
2024
Q1 		$213K Buy
+1,307
New +$201K 1.39% 28

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Peterson Financial Group increased its Vanguard Morningstar Value ETF (VTV) stake by 24% in Q3 2024, buying an estimated $52.4K and bringing the position to 1,620 shares worth $283K. The position accounts for 1.09% of the portfolio, ranked #25.

Peterson Financial Group first reported a position in VTV in Q1 2024 and has held it in 3 quarters since. 2,139 funds tracked by Wall St. Rank hold VTV as of Q3 2024.

  • Peterson Financial Group held 1,620 shares of Vanguard Morningstar Value ETF worth $283K as of Q3 2024.
  • Peterson Financial Group bought 313 Vanguard Morningstar Value ETF shares in Q3 2024, an estimated $52.4K.
  • Vanguard Morningstar Value ETF made up 1.09% of Peterson Financial Group's portfolio in Q3 2024, its #25 holding.
  • Peterson Financial Group first reported a position in Vanguard Morningstar Value ETF in Q1 2024 and has held it in 3 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2024.

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