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Peterson Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Peterson Wealth Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5M Sell
2,190
-15
-0.7% -$10K 0.18% 34
2026
Q1 		$1.32M Buy
2,205
+34
+2% +$21.3K 0.18% 34
2025
Q4 		$1.36M Sell
2,171
-122
-5% -$75.8K 0.18% 35
2025
Q3 		$1.41M Sell
2,293
-535
-19% -$315K 0.21% 37
2025
Q2 		$1.61M Buy
2,828
+83
+3% +$43.6K 0.27% 32
2025
Q1 		$1.27M Buy
2,745
+1,556
+131% +$841K 0.25% 34
2024
Q4 		$647K Buy
1,189
+106
+10% +$57.4K 0.12% 47
2024
Q3 		$571K Buy
1,083
+415
+62% +$211K 0.11% 49
2024
Q2 		$334K Buy
668
+50
+8% +$24.1K 0.07% 61
2024
Q1 		$297K Buy
+618
New +$283K 0.06% 59
2023
Q4 		– Sell
-1,697
Closed -$666K – 67
2023
Q3 		$666K Buy
1,697
+7
+0.4% +$2.86K 0.18% 32
2023
Q2 		$690K Sell
1,690
-20
-1% -$7.72K 0.18% 32
2023
Q1 		$643K Hold
1,710
– – 0.18% 36
2022
Q4 		$601K Sell
1,710
-534
-24% -$189K 0.18% 37
2022
Q3 		$737K Sell
2,244
-180
-7% -$65.7K 0.25% 29
2022
Q2 		$841K Buy
2,424
+715
+42% +$269K 0.28% 26
2022
Q1 		$710K Sell
1,709
-6
-0.3% -$2.46K 0.21% 32
2021
Q4 		$749K Buy
1,715
+9
+0.5% +$3.8K 0.22% 31
2021
Q3 		$673K Buy
1,706
+2
+0.1% +$811 0.22% 29
2021
Q2 		$671K Buy
+1,704
New +$654K 0.24% 28
2020
Q4 		– Sell
-968
Closed -$298K – 50
2020
Q3 		$298K Buy
+968
New +$295K 0.15% 40

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Peterson Wealth Advisors's VOO Position: Q2 2026 in Review

Peterson Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.68% in Q2 2026, selling an estimated $10K and leaving 2,190 shares worth $1.5M. The position accounts for 0.18% of the portfolio, ranked #34.

Peterson Wealth Advisors first reported a position in VOO in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.61M in Q2 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Peterson Wealth Advisors held 2,190 shares of Vanguard S&P 500 ETF worth $1.5M as of Q2 2026.
  • Peterson Wealth Advisors sold 15 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $10K.
  • Vanguard S&P 500 ETF made up 0.18% of Peterson Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Peterson Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 21 quarters since.
  • Peterson Wealth Advisors's Vanguard S&P 500 ETF position peaked at $1.61M in Q2 2025.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.