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Peterson Wealth Advisors’s Vanguard 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
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 $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Peterson Wealth Advisors increased its Vanguard Large-Cap ETF (VV) stake by 0.24% in Q1 2026, buying an estimated $939 and bringing the position to 1,278 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #75.

Peterson Wealth Advisors first reported a position in VV in Q2 2020 and has held it in 24 quarters since. The position peaked at $712K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Peterson Wealth Advisors held 1,278 shares of Vanguard Large-Cap ETF worth $382K as of Q1 2026.
  • Peterson Wealth Advisors bought 3 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $939.
  • Vanguard Large-Cap ETF made up 0.05% of Peterson Wealth Advisors's portfolio in Q1 2026, its #75 holding.
  • Peterson Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • Peterson Wealth Advisors's Vanguard Large-Cap ETF position peaked at $712K in Q3 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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