Ownership history in Peterson Wealth Services · 16 quarters on record
This page tracks every 13F SEC filing in which Peterson Wealth Services reported a position in VANGUARD INDEX FDS (VUG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 48,904 | +46,641 | +2061.0% | 6.10% | $23.9M | $487.86 |
| 2025 Q3 | REDUCED | 2,263 | -58,047 | -96.2% | 6.98% | $28.3M | $479.12 |
| 2025 Q2 | REDUCED | 60,310 | -1,464 | -2.4% | 7.24% | $26.4M | $437.49 |
| 2025 Q1 | ADDED | 61,774 | +28,360 | +84.9% | 7.10% | $22.9M | $369.62 |
| 2024 Q4 | REDUCED | 33,414 | -1,165 | -3.4% | 4.12% | $13.7M | $408.58 |
| 2024 Q3 | REDUCED | 34,579 | -3,286 | -8.7% | 4.24% | $13.3M | $381.70 |
| 2024 Q2 | REDUCED | 37,865 | -2,725 | -6.7% | 4.95% | $14.2M | $371.40 |
| 2024 Q1 | REDUCED | 40,590 | -3,301 | -7.5% | 5.09% | $14.0M | $341.38 |
| 2023 Q4 | REDUCED | 43,891 | -5,667 | -11.4% | 5.85% | $13.6M | $307.92 |
| 2023 Q2 | ADDED | 49,558 | +41,679 | +529.0% | 6.73% | $14.0M | $279.35 |
As of 2025 Q4 — sorted by position size