Peterson Wealth Services
VOO icon

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

Peterson Wealth Services’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
Q3 		$2.47M Buy
3,524
+587
+20% +$410K 0.52% 45
2026
Q2 		$2.02M Buy
2,937
+34
+1% +$22.7K 0.44% 57
2026
Q1 		$1.73M Buy
2,903
+430
+17% +$269K 0.43% 53
2025
Q4 		$1.55M Buy
2,473
+2,338
+1,732% +$1.45M 0.4% 51
2025
Q3 		$1.39M Sell
135
-2,131
-94% -$1.26M 0.34% 54
2025
Q2 		$1.29M Buy
2,266
+27
+1% +$14.2K 0.35% 52
2025
Q1 		$1.15M Sell
2,239
-1,035
-32% -$560K 0.36% 53
2024
Q4 		$1.76M Sell
3,274
-25
-0.8% -$13.5K 0.53% 47
2024
Q3 		$1.74M Buy
3,299
+25
+0.8% +$12.7K 0.56% 49
2024
Q2 		$1.64M Sell
3,274
-524
-14% -$252K 0.57% 48
2024
Q1 		$1.83M Sell
3,798
-796
-17% -$364K 0.66% 46
2023
Q4 		$2.01M Buy
+4,594
New +$1.88M 0.86% 39
2023
Q3 		– Sell
-4,725
Closed -$1.92M – 88
2023
Q2 		$1.92M Buy
4,725
+145
+3% +$55.9K 0.92% 38
2023
Q1 		$1.72M Buy
4,580
+332
+8% +$122K 0.89% 43
2022
Q4 		$1.49M Buy
4,248
+109
+3% +$38.5K 0.85% 40
2022
Q3 		$1.36M Buy
4,139
+165
+4% +$60.3K 0.96% 38
2022
Q2 		$1.38M Buy
3,974
+675
+20% +$254K 0.99% 38
2022
Q1 		$1.37M Buy
3,299
+216
+7% +$88.4K 0.84% 40
2021
Q4 		$1.35M Buy
+3,083
New +$1.3M 0.89% 42

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Peterson Wealth Services's VOO Position: Q3 2026 in Review

Peterson Wealth Services increased its Vanguard S&P 500 ETF (VOO) stake by 20% in Q3 2026, buying an estimated $410K and bringing the position to 3,524 shares worth $2.47M. The position accounts for 0.52% of the portfolio, ranked #45.

Peterson Wealth Services first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Peterson Wealth Services held 3,524 shares of Vanguard S&P 500 ETF worth $2.47M as of Q3 2026.
  • Peterson Wealth Services bought 587 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $410K.
  • Vanguard S&P 500 ETF made up 0.52% of Peterson Wealth Services's portfolio in Q3 2026, its #45 holding.
  • Peterson Wealth Services first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.