Peterson Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1713558
Orem, UT
Position in VB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,589,821
+$855,334 QoQ
Shares Held
25,039
-2.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
19.58%
of 13F equity value
Holder Rank
#143
of 556 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,589,821 | 25,039 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,734,487 | 25,712 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $6,934,985 | 26,885 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $7,045,844 | 27,709 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $6,585,437 | 27,789 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $5,972,836 | 26,935 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,506,211 | 18,754 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,254,598 | 17,936 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,887,435 | 17,829 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4,154,394 | 18,174 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,891,565 | 18,242 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,041,371 | 21,375 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $4,015,787 | 20,191 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,820,013 | 20,152 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $3,566,365 | 19,431 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,842,404 | 16,631 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,875,043 | 10,647 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,052,943 | 9,660 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,212,185 | 9,788 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,174,454 | 9,944 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,176,655 | 9,662 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,931,215 | 9,021 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,765,358 | 9,068 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,394,658 | 9,068 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,327,946 | 9,113 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $627,300 | 5,434 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||