Peterson Wealth Advisors
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Peterson Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Peterson Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.98M Sell
24,544
-495
-2% -$147K 0.81% 21
2026
Q2 		$7.59M Sell
25,039
-673
-3% -$193K 0.9% 20
2026
Q1 		$6.73M Sell
25,712
-1,173
-4% -$317K 0.9% 20
2025
Q4 		$6.94M Sell
26,885
-824
-3% -$211K 0.92% 20
2025
Q3 		$7.09M Sell
27,709
-80
-0.3% -$19.8K 1.06% 17
2025
Q2 		$6.59M Buy
27,789
+854
+3% +$191K 1.09% 17
2025
Q1 		$5.36M Buy
26,935
+8,181
+44% +$1.95M 1.04% 17
2024
Q4 		$4.57M Buy
18,754
+818
+5% +$201K 0.82% 20
2024
Q3 		$4.25M Buy
17,936
+107
+0.6% +$24.3K 0.8% 18
2024
Q2 		$3.89M Sell
17,829
-345
-2% -$75.8K 0.82% 17
2024
Q1 		$4.15M Sell
18,174
-68
-0.4% -$14.6K 0.88% 17
2023
Q4 		$3.89M Sell
18,242
-3,133
-15% -$604K 0.92% 17
2023
Q3 		$4.04M Buy
21,375
+1,184
+6% +$236K 1.09% 15
2023
Q2 		$4.03M Buy
20,191
+39
+0.2% +$7.37K 1.07% 16
2023
Q1 		$3.82M Buy
20,152
+721
+4% +$140K 1.05% 16
2022
Q4 		$3.57M Buy
19,431
+2,800
+17% +$519K 1.08% 16
2022
Q3 		$2.84M Buy
16,631
+5,984
+56% +$1.13M 0.95% 17
2022
Q2 		$1.88M Buy
10,647
+987
+10% +$191K 0.62% 19
2022
Q1 		$2.05M Sell
9,660
-128
-1% -$26.9K 0.61% 20
2021
Q4 		$2.21M Sell
9,788
-156
-2% -$35.4K 0.64% 22
2021
Q3 		$2.18M Buy
9,944
+282
+3% +$62.7K 0.72% 20
2021
Q2 		$2.18M Buy
9,662
+641
+7% +$142K 0.77% 18
2021
Q1 		$1.93M Sell
9,021
-47
-0.5% -$9.9K 0.79% 18
2020
Q4 		$1.76M Hold
9,068
– – 0.78% 18
2020
Q3 		$1.4M Sell
9,068
-45
-0.5% -$6.91K 0.71% 19
2020
Q2 		$1.33M Buy
9,113
+3,679
+68% +$494K 0.71% 19
2020
Q1 		$627K Buy
5,434
+3,958
+268% +$595K 0.41% 24
2019
Q4 		$244K Buy
+1,476
New +$235K 0.14% 38

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Peterson Wealth Advisors's VB Position: Q3 2026 in Review

Peterson Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2% in Q3 2026, selling an estimated $147K and leaving 24,544 shares worth $6.98M. The position accounts for 0.81% of the portfolio, ranked #21.

Peterson Wealth Advisors first reported a position in VB in Q4 2019 and has held it in 28 quarters since. The position peaked at $7.59M in Q2 2026. 1,614 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Peterson Wealth Advisors held 24,544 shares of Vanguard Morningstar Small-Cap ETF worth $6.98M as of Q3 2026.
  • Peterson Wealth Advisors sold 495 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $147K.
  • Vanguard Morningstar Small-Cap ETF made up 0.81% of Peterson Wealth Advisors's portfolio in Q3 2026, its #21 holding.
  • Peterson Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Peterson Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $7.59M in Q2 2026.
  • 1,614 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Peterson Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.