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
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

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 Services's VOO Position: Q2 2026 in Review

Peterson Wealth Services increased its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q2 2026, buying an estimated $22.7K and bringing the position to 2,937 shares worth $2.02M. The position accounts for 0.44% of the portfolio, ranked #57.

Peterson Wealth Services first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Peterson Wealth Services held 2,937 shares of Vanguard S&P 500 ETF worth $2.02M as of Q2 2026.
  • Peterson Wealth Services bought 34 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $22.7K.
  • Vanguard S&P 500 ETF made up 0.44% of Peterson Wealth Services's portfolio in Q2 2026, its #57 holding.
  • Peterson Wealth Services first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.