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Peterson Wealth Advisors, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peterson Wealth Advisors, LLC on VTI, newest first. How the timeline and the estimate are built.

Peterson Wealth Advisors, LLC held 46,895 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 46,895 shares
    Change vs previous 13F -1,380 shares

    2.04% of the 13F portfolio, value $17,549,820.

    13F-HR 0002085853-26-001111 filed by Peterson Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 48,275 shares
    Change vs previous 13F -525 shares

    2.11% of the 13F portfolio, value $17,863,720.

    13F-HR 0002085853-26-000972 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 48,800 shares
    Change vs previous 13F -1,170 shares

    2.08% of the 13F portfolio, value $15,655,523.

    13F-HR 0002085853-26-000306 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 49,970 shares
    Change vs previous 13F -2,562 shares

    2.23% of the 13F portfolio, value $16,753,422.

    13F-HR 0002085853-26-000021 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 52,532 shares
    Change vs previous 13F -1,689 shares

    2.59% of the 13F portfolio, value $17,315,570.

    13F-HR 0002085853-25-000042 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 54,221 shares
    Change vs previous 13F -378 shares

    2.72% of the 13F portfolio, value $16,479,480.

    13F-HR 0001667731-25-000728 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 54,599 shares
    Change vs previous 13F -2,094 shares

    2.61% of the 13F portfolio, value $13,522,063.

    13F-HR 0001667731-25-000558 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 56,693 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $16,614,385.

    13F-HR 0001667731-25-000049 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).