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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
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 		$2.17M 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

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Peterson Wealth Advisors's VB Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.4% in Q1 2026, selling an estimated $317K and leaving 25,712 shares worth $6.73M. The position accounts for 0.9% of the portfolio, ranked #20.

Peterson Wealth Advisors first reported a position in VB in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.09M in Q3 2025. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Peterson Wealth Advisors held 25,712 shares of Vanguard Morningstar Small-Cap ETF worth $6.73M as of Q1 2026.
  • Peterson Wealth Advisors sold 1,173 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $317K.
  • Vanguard Morningstar Small-Cap ETF made up 0.9% of Peterson Wealth Advisors's portfolio in Q1 2026, its #20 holding.
  • Peterson Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Peterson Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $7.09M in Q3 2025.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.