PWA
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Peterson Wealth Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Peterson Wealth Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$417K Sell
1,235
-2
-0.2% -$698 0.05% 77
2026
Q2 		$452K Buy
1,237
+8
+0.7% +$2.73K 0.05% 73
2026
Q1 		$371K Sell
1,229
-150
-11% -$47.1K 0.05% 79
2025
Q4 		$417K Buy
1,379
+454
+49% +$137K 0.06% 74
2025
Q3 		$279K Buy
925
+78
+9% +$22.5K 0.04% 88
2025
Q2 		$234K Buy
+847
New +$218K 0.04% 91

Other funds holding VBK

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

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

Peterson Wealth Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.16% in Q3 2026, selling an estimated $698 and leaving 1,235 shares worth $417K. The position accounts for 0.05% of the portfolio, ranked #77.

Peterson Wealth Advisors first reported a position in VBK in Q2 2025 and has held it in 6 quarters since. The position peaked at $452K in Q2 2026. 75 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Peterson Wealth Advisors held 1,235 shares of Vanguard Morningstar Small-Cap Growth ETF worth $417K as of Q3 2026.
  • Peterson Wealth Advisors sold 2 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $698.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of Peterson Wealth Advisors's portfolio in Q3 2026, its #77 holding.
  • Peterson Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Peterson Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $452K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

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