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Disclosery

Peterson Wealth Services: VUG position timeline

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

Peterson Wealth Services held 275,181 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 275,181 shares
    Change vs previous 13F +225,506 shares

    5.17% of the 13F portfolio, value $23,704,073.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 49,675 shares
    Change vs previous 13F +771 shares

    5.36% of the 13F portfolio, value $21,697,405.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 48,904 shares
    Change vs previous 13F +46,641 shares

    6.1% of the 13F portfolio, value $23,858,448.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,263 shares
    Change vs previous 13F -58,047 shares

    7.83% of the 13F portfolio, value $28,297,313.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 60,310 shares
    Change vs previous 13F -1,464 shares

    7.24% of the 13F portfolio, value $26,439,940.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 61,774 shares
    Change vs previous 13F +28,360 shares

    7.1% of the 13F portfolio, value $22,907,065.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 33,414 shares
    Change vs previous 13F -1,165 shares

    4.12% of the 13F portfolio, value $13,714,564.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 34,579 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $13,276,038.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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