PWS
VUG icon

Peterson Wealth Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Peterson Wealth Services’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.7M Sell
275,181
-22,869
-8% -$1.92M 5.17% 4
2026
Q1 		$21.7M Buy
298,050
+4,626
+2% +$360K 5.36% 4
2025
Q4 		$23.9M Buy
293,424
+279,846
+2,061% +$22.7M 6.1% 3
2025
Q3 		$28.3M Sell
13,578
-348,282
-96% -$26.6M 6.98% 1
2025
Q2 		$26.4M Sell
361,860
-8,784
-2% -$578K 7.24% 1
2025
Q1 		$22.9M Buy
370,644
+170,160
+85% +$11.5M 7.1% 1
2024
Q4 		$13.7M Sell
200,484
-6,990
-3% -$470K 4.12% 4
2024
Q3 		$13.3M Sell
207,474
-19,716
-9% -$1.22M 4.24% 3
2024
Q2 		$14.2M Sell
227,190
-16,350
-7% -$953K 4.95% 3
2024
Q1 		$14M Sell
243,540
-19,806
-8% -$1.09M 5.09% 3
2023
Q4 		$13.6M Buy
+263,346
New +$12.7M 5.85% 2
2023
Q3 		– Sell
-297,348
Closed -$14M – 90
2023
Q2 		$14M Buy
297,348
+250,074
+529% +$10.8M 6.73% 2
2023
Q1 		$1.97M Buy
47,274
+1,104
+2% +$42.9K 1.01% 36
2022
Q4 		$1.64M Sell
46,170
-366
-0.8% -$13.5K 0.94% 37
2022
Q3 		$1.66M Sell
46,536
-588
-1% -$23.6K 1.18% 34
2022
Q2 		$1.75M Sell
47,124
-5,322
-10% -$219K 1.26% 33
2022
Q1 		$2.51M Buy
52,446
+3,708
+8% +$175K 1.55% 25
2021
Q4 		$2.61M Buy
+48,738
New +$2.54M 1.73% 20

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Peterson Wealth Services's VUG Position: Q2 2026 in Review

Peterson Wealth Services reduced its Vanguard Morningstar Growth ETF (VUG) stake by 7.7% in Q2 2026, selling an estimated $1.92M and leaving 275,181 shares worth $23.7M. The position accounts for 5.17% of the portfolio, ranked #4.

Peterson Wealth Services first reported a position in VUG in Q4 2021 and has held it in 18 quarters since. The position peaked at $28.3M in Q3 2025. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Peterson Wealth Services held 275,181 shares of Vanguard Morningstar Growth ETF worth $23.7M as of Q2 2026.
  • Peterson Wealth Services sold 22,869 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.92M.
  • Vanguard Morningstar Growth ETF made up 5.17% of Peterson Wealth Services's portfolio in Q2 2026, its #4 holding.
  • Peterson Wealth Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Peterson Wealth Services's Vanguard Morningstar Growth ETF position peaked at $28.3M in Q3 2025.
  • 2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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