Peterson Financial Group, Inc. VTWO holdings history
VANGUARD RUSSELL 2000 ETF · CUSIP 92206C664 · CIK 1903905
As of 2024-09-30, Peterson Financial Group, Inc. reported 3.03K VTWO (shares), valued at $270.86K, or 1.04% of its reported non-derivative portfolio. Filed 2024-11-06.
Verify history & sources →Shares decreased 10.17%; reported value decreased 2.07%, and weight changed -0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | Not reported | Not reported | No filing this quarter |
| Q4 2025 | Not reported | Not reported | No filing this quarter |
| Q3 2025 | Not reported | Not reported | No filing this quarter |
| Q2 2025 | Not reported | Not reported | No filing this quarter |
| Q1 2025 | Not reported | Not reported | No filing this quarter |
| Q4 2024 | Not reported | Not reported | No filing this quarter |
| Q3 2024 | 1.04% | 3,031 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 1.69% | 3,374 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 2.60% | 4,692 | SEC filing ↗Filed Aug 28, 2024Amended |
| Q4 2023 | 2.70% | 5,074 | SEC filing ↗Filed Aug 28, 2024Amended |
| Q3 2023 | 4.16% | 5,849 | SEC filing ↗Filed Aug 28, 2024Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.16% | 5,849 | $417.86K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Aug 28, 2024 |
| Q4 2023 | 2.70% | 5,074 | $411.50K | Shares decreased 13.25%; reported value decreased 1.52%, and weight changed -1.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 28, 2024 |
| Q1 2024 | 2.60% | 4,692 | $399.09K | Shares decreased 7.53%; reported value decreased 3.02%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 28, 2024 |
| Q2 2024 | 1.69% | 3,374 | $276.58K | Shares decreased 28.09%; reported value decreased 30.70%, and weight changed -0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 1.04% | 3,031 | $270.86K | Shares decreased 10.17%; reported value decreased 2.07%, and weight changed -0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
Take these holdings further.
This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.