Peterson Wealth Services / VUG
Peterson Wealth Services’s Vanguard Index Fds Position
Does Peterson Wealth Services own Vanguard Index Fds (VUG)? Yes — 49.7K shares worth $22M (+5.36% of its 13F portfolio) as of Q1 2026, up from 48.9K shares the prior filed quarter.
Position Value
$22M
Q1 2026
Shares
49.7K
% of Portfolio
+5.36%
Quarters Held
17
currently held
Position History VUG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 49.7K | $22M | +5.36% |
| Q4 2025 | 48.9K | $24M | +6.10% |
| Q3 2025 | 2.3K | $28M | +6.98% |
| Q2 2025 | 60.3K | $26M | +7.24% |
| Q1 2025 | 61.8K | $23M | +7.10% |
| Q4 2024 | 33.4K | $14M | +4.12% |
| Q3 2024 | 34.6K | $13M | +4.24% |
| Q2 2024 | 37.9K | $14M | +4.95% |
| Q1 2024 | 40.6K | $14M | +5.09% |
| Q4 2023 | 43.9K | $14M | +5.85% |
| Q2 2023 | 49.6K | $14M | +6.73% |
| Q1 2023 | 7.9K | $2M | +1.01% |
| Q4 2022 | 7.7K | $2M | +0.94% |
| Q3 2022 | 7.8K | $2M | +1.18% |
| Q2 2022 | 7.9K | $2M | +1.26% |
| Q1 2022 | 8.7K | $3M | +1.55% |
| Q4 2021 | 8.1K | $3M | +1.73% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peterson Wealth Services’s full portfolio or all institutional holders of VUG.