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Peterson Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Peterson Wealth Advisors’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$439K Sell
1,276
-2
-0.2% -$667 0.05% 77
2026
Q1 		$382K Buy
1,278
+3
+0.2% +$939 0.05% 75
2025
Q4 		$402K Sell
1,275
-1,027
-45% -$321K 0.05% 75
2025
Q3 		$712K Sell
2,302
-9
-0.4% -$2.67K 0.11% 54
2025
Q2 		$659K Hold
2,311
– – 0.11% 54
2025
Q1 		$535K Sell
2,311
-105
-4% -$28.4K 0.1% 53
2024
Q4 		$659K Buy
2,416
+11
+0.5% +$2.98K 0.12% 45
2024
Q3 		$633K Sell
2,405
-40
-2% -$10.1K 0.12% 45
2024
Q2 		$610K Sell
2,445
-85
-3% -$20.4K 0.13% 43
2024
Q1 		$607K Sell
2,530
-16
-0.6% -$3.66K 0.13% 41
2023
Q4 		$555K Sell
2,546
-366
-13% -$74.8K 0.13% 41
2023
Q3 		$570K Sell
2,912
-1
-0% -$204 0.15% 37
2023
Q2 		$592K Sell
2,913
-574
-16% -$110K 0.16% 38
2023
Q1 		$651K Buy
3,487
+625
+22% +$114K 0.18% 35
2022
Q4 		$499K Buy
2,862
+26
+0.9% +$4.56K 0.15% 41
2022
Q3 		$464K Buy
2,836
+221
+8% +$40.2K 0.16% 43
2022
Q2 		$451K Hold
2,615
– – 0.15% 38
2022
Q1 		$545K Sell
2,615
-217
-8% -$44.6K 0.16% 41
2021
Q4 		$626K Sell
2,832
-229
-7% -$49.1K 0.18% 37
2021
Q3 		$615K Sell
3,061
-14
-0.5% -$2.89K 0.2% 34
2021
Q2 		$617K Buy
3,075
+53
+2% +$10.3K 0.22% 32
2021
Q1 		$560K Hold
3,022
– – 0.23% 32
2020
Q4 		$531K Hold
3,022
– – 0.23% 32
2020
Q3 		$473K Buy
3,022
+1,393
+86% +$215K 0.24% 30
2020
Q2 		$233K Buy
+1,629
New +$220K 0.12% 42

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Peterson Wealth Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.16% in Q2 2026, selling an estimated $667 and leaving 1,276 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #77.

Peterson Wealth Advisors first reported a position in VV in Q2 2020 and has held it in 25 quarters since. The position peaked at $712K in Q3 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Peterson Wealth Advisors held 1,276 shares of Vanguard Morningstar Large-Cap ETF worth $439K as of Q2 2026.
  • Peterson Wealth Advisors sold 2 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $667.
  • Vanguard Morningstar Large-Cap ETF made up 0.05% of Peterson Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Peterson Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Peterson Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $712K in Q3 2025.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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