Peterson Wealth Services
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
Q3 		$24.8M Buy
275,624
+443
+0.2% +$38.8K 5.24% 4
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Peterson Wealth Services increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.16% in Q3 2026, buying an estimated $38.8K and bringing the position to 275,624 shares worth $24.8M. The position accounts for 5.24% of the portfolio, ranked #4.

Peterson Wealth Services first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. The position peaked at $28.3M in Q3 2025. 1,438 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Peterson Wealth Services held 275,624 shares of Vanguard Morningstar Growth ETF worth $24.8M as of Q3 2026.
  • Peterson Wealth Services bought 443 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $38.8K.
  • Vanguard Morningstar Growth ETF made up 5.24% of Peterson Wealth Services's portfolio in Q3 2026, its #4 holding.
  • Peterson Wealth Services first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Services's Vanguard Morningstar Growth ETF position peaked at $28.3M in Q3 2025.
  • 1,438 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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