Peterson Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$47.7K	Buy	+744	New	+$46.1K	0.18%	92

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Peterson Financial Group opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2024: 744 shares worth $47.7K. The stake represents 0.18% of the portfolio and ranks #92 among its holdings.

2,224 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

Peterson Financial Group held 744 shares of Vanguard Morningstar Growth ETF worth $47.7K as of Q3 2024.
Vanguard Morningstar Growth ETF was a new Peterson Financial Group position in Q3 2024.
Vanguard Morningstar Growth ETF made up 0.18% of Peterson Financial Group's portfolio in Q3 2024, its #92 holding.
2,224 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2024.

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