Peterson Wealth Services VUG holdings history
VANGUARD MRNGSTAR GR ETF-SUI · CUSIP 922908736 · CIK 1906799
As of 2026-06-30, Peterson Wealth Services reported 275.18K VUG (shares), valued at $23.70M, or 5.17% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares increased 453.96%; reported value increased 9.25%, and weight changed -0.19 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 | 5.17% | 275,181 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 5.36% | 49,675 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 6.10% | 48,904 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 6.18% | 2,263 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 7.24% | 60,310 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 7.10% | 61,774 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 4.12% | 33,414 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 4.24% | 34,579 | SEC filing ↗Filed Nov 7, 2024 |
| Q2 2024 | 4.95% | 37,865 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 5.09% | 40,590 | SEC filing ↗Filed May 1, 2024 |
| Q4 2023 | 5.85% | 43,891 | SEC filing ↗Filed Jan 31, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 5.85% | 43,891 | $13.64M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 5.09% | 40,590 | $13.97M | Shares decreased 7.52%; reported value increased 2.39%, and weight changed -0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2024 |
| Q2 2024 | 4.95% | 37,865 | $14.16M | Shares decreased 6.71%; reported value increased 1.37%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 4.24% | 34,579 | $13.28M | Shares decreased 8.68%; reported value decreased 6.25%, and weight changed -0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2024 |
| Q4 2024 | 4.12% | 33,414 | $13.71M | Shares decreased 3.37%; reported value increased 3.30%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 7.10% | 61,774 | $22.91M | Shares increased 84.87%; reported value increased 67.03%, and weight changed +2.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 7.24% | 60,310 | $26.44M | Shares decreased 2.37%; reported value increased 15.42%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 6.18% | 2,263 | $28.30M | Shares decreased 96.25%; reported value increased 7.02%, and weight changed -1.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 6.10% | 48,904 | $23.86M | Shares increased 2061.03%; reported value decreased 15.69%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 5.36% | 49,675 | $21.70M | Shares increased 1.58%; reported value decreased 9.06%, and weight changed -0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 5.17% | 275,181 | $23.70M | Shares increased 453.96%; reported value increased 9.25%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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