PWS
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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Peterson Wealth Services's VOO Position: Q1 2026 in Review

Peterson Wealth Services increased its Vanguard S&P 500 ETF (VOO) stake by 17% in Q1 2026, buying an estimated $269K and bringing the position to 2,903 shares worth $1.73M. The position accounts for 0.43% of the portfolio, ranked #53.

Peterson Wealth Services first reported a position in VOO in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.01M in Q4 2023. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Peterson Wealth Services held 2,903 shares of Vanguard S&P 500 ETF worth $1.73M as of Q1 2026.
  • Peterson Wealth Services bought 430 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $269K.
  • Vanguard S&P 500 ETF made up 0.43% of Peterson Wealth Services's portfolio in Q1 2026, its #53 holding.
  • Peterson Wealth Services first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
  • Peterson Wealth Services's Vanguard S&P 500 ETF position peaked at $2.01M in Q4 2023.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.