Peterson Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Peterson Wealth Advisors, LLC
- $566 Million
- Q3 2025
A detailed history of Peterson Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 27,709 shares of VB stock, worth $7.18 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
27,709
Previous 27,789
0.29%
Holding current value
$7.18 Million
Previous $6.59 Million
6.99%
% of portfolio
1.25%
Previous 1.25%
Shares
23 transactions
Others Institutions Holding VB
# of Institutions
2,411Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio