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Vanguard Small-Cap Growth ETF shares owned by Peterson Wealth Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Peterson Wealth Advisors from 13F filings

Historical chart of Peterson Wealth Advisors investment in Vanguard Small-Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Growth ETF held by Peterson Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Peterson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $417k 1.4k 302.05
2025-09-30 $279k 925 301.13
2025-06-30 $235k 847 276.83

More positions owned by Peterson Wealth Advisors

Spdr Series Trust State Street Spd (SPYM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust State Street Spd (SPMD)
Spdr Series Trust State Street Spd (SPSM)
Global X Fds 1-3 Month T-bill (CLIP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Peterson Wealth Advisors

Top funds holding Vanguard Small-Cap Growth ETF

Assetmark
CI Private Wealth
Sei Investments
LPL Financial
Wells Fargo & Company
EP Wealth Advisors
UBS Group
Pnc Financial Services
Cohen Klingenstein
Mather Group
Jones Financial Companies, L.L
Envestnet Asset Management
Rsm Us Wealth Management
Raymond James Financial
Moneta Group Investment Advisors

View all funds holding Vanguard Small-Cap Growth ETF