Peterson Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$65.6K	Buy	+249	New	+$63.2K	0.25%	76

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Peterson Financial Group opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q3 2024: 249 shares worth $65.6K. The stake represents 0.25% of the portfolio and ranks #76 among its holdings.

1,100 funds tracked by Wall St. Rank hold VV as of Q3 2024.

Peterson Financial Group held 249 shares of Vanguard Morningstar Large-Cap ETF worth $65.6K as of Q3 2024.
Vanguard Morningstar Large-Cap ETF was a new Peterson Financial Group position in Q3 2024.
Vanguard Morningstar Large-Cap ETF made up 0.25% of Peterson Financial Group's portfolio in Q3 2024, its #76 holding.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2024.

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