Peterson Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $809K | Buy |
11,268
+28
| +0.2% | +$2.08K | 0.11% | 46 |
|
|
2025
Q4 | $815K | Sell |
11,240
-1,104
| -9% | -$80.3K | 0.11% | 50 |
|
|
2025
Q3 | $906K | Buy |
12,344
+28
| +0.2% | +$2.01K | 0.14% | 46 |
|
|
2025
Q2 | $862K | Sell |
12,316
-28
| -0.2% | -$1.84K | 0.14% | 45 |
|
|
2025
Q1 | $717K | Sell |
12,344
-340
| -3% | -$22.8K | 0.14% | 43 |
|
|
2024
Q4 | $847K | Sell |
12,684
-320
| -2% | -$21.7K | 0.15% | 38 |
|
|
2024
Q3 | $858K | Sell |
13,004
-256
| -2% | -$16.1K | 0.16% | 33 |
|
|
2024
Q2 | $802K | Sell |
13,260
-1,036
| -7% | -$63K | 0.17% | 32 |
|
|
2024
Q1 | $893K | Sell |
14,296
-108
| -0.7% | -$6.38K | 0.19% | 31 |
|
|
2023
Q4 | $838K | Sell |
14,404
-632
| -4% | -$33.8K | 0.2% | 30 |
|
|
2023
Q3 | $783K | Buy |
15,036
+16
| +0.1% | +$877 | 0.21% | 29 |
|
|
2023
Q2 | $830K | Sell |
15,020
-752
| -5% | -$39.4K | 0.22% | 29 |
|
|
2023
Q1 | $832K | Buy |
15,772
+524
| +3% | +$27.9K | 0.23% | 29 |
|
|
2022
Q4 | $777K | Sell |
15,248
-1,180
| -7% | -$60.1K | 0.23% | 30 |
|
|
2022
Q3 | $772K | Sell |
16,428
-248
| -1% | -$13K | 0.26% | 28 |
|
|
2022
Q2 | $821K | Buy |
16,676
+936
| +6% | +$50.6K | 0.27% | 27 |
|
|
2022
Q1 | $936K | Sell |
15,740
-1,620
| -9% | -$95K | 0.28% | 26 |
|
|
2021
Q4 | $1.11M | Sell |
17,360
-784
| -4% | -$49.1K | 0.32% | 25 |
|
|
2021
Q3 | $1.07M | Sell |
18,144
-976
| -5% | -$59K | 0.36% | 24 |
|
|
2021
Q2 | $1.13M | Sell |
19,120
-156
| -0.8% | -$9.04K | 0.4% | 23 |
|
|
2021
Q1 | $1.07M | Sell |
19,276
-628
| -3% | -$34.1K | 0.43% | 20 |
|
|
2020
Q4 | $1.03M | Sell |
19,904
-1,904
| -9% | -$92.2K | 0.45% | 20 |
|
|
2020
Q3 | $961K | Buy |
21,808
+316
| +1% | +$13.8K | 0.49% | 21 |
|
|
2020
Q2 | $881K | Buy |
21,492
+1,072
| +5% | +$41.1K | 0.47% | 22 |
|
|
2020
Q1 | $672K | Sell |
20,420
-10,148
| -33% | -$420K | 0.44% | 23 |
|
|
2019
Q4 | $1.36M | Sell |
30,568
-224
| -0.7% | -$9.62K | 0.78% | 16 |
|
|
2019
Q3 | $1.29M | Buy |
30,792
+136
| +0.4% | +$5.68K | 0.79% | 15 |
|
|
2019
Q2 | $1.28M | Buy |
30,656
+344
| +1% | +$14.1K | 0.81% | 15 |
|
|
2019
Q1 | $1.26M | Sell |
30,312
-5,328
| -15% | -$205K | 0.84% | 15 |
|
|
2018
Q4 | $1.23M | Sell |
35,640
-10,176
| -22% | -$382K | 0.98% | 14 |
|
|
2018
Q3 | $1.88M | Sell |
45,816
-1,176
| -3% | -$48K | 1.37% | 14 |
|
|
2018
Q2 | $1.85M | Sell |
46,992
-4,632
| -9% | -$182K | 1.5% | 14 |
|
|
2018
Q1 | $1.99M | Sell |
51,624
-145,612
| -74% | -$5.73M | 1.64% | 14 |
|
|
2017
Q4 | $7.63M | Buy |
+197,236
| New | +$7.45M | 6.9% | 4 |
|
Other funds holding VO
Peterson Wealth Advisors's VO Position: Q1 2026 in Review
Peterson Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 0.25% in Q1 2026, buying an estimated $2.08K and bringing the position to 11,268 shares worth $809K. The position accounts for 0.11% of the portfolio, ranked #46.
Peterson Wealth Advisors first reported a position in VO in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.63M in Q4 2017. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Peterson Wealth Advisors held 11,268 shares of Vanguard Mid-Cap ETF worth $809K as of Q1 2026.
- Peterson Wealth Advisors bought 28 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $2.08K.
- Vanguard Mid-Cap ETF made up 0.11% of Peterson Wealth Advisors's portfolio in Q1 2026, its #46 holding.
- Peterson Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Peterson Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $7.63M in Q4 2017.
- 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.