Peak Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Peak Asset Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.31M	Buy	7,616 +270	+4%	+$77.4K	0.34%	56
2026 Q1	$1.92M	Sell	7,346 -278	-4%	-$75.2K	0.34%	58
2025 Q4	$1.97M	Sell	7,624 -25	-0.3%	-$6.41K	0.33%	57
2025 Q3	$1.94M	Hold	7,649	–	–	0.34%	55
2025 Q2	$1.81M	Hold	7,649	–	–	0.33%	58
2025 Q1	$1.7M	Sell	7,649 -332	-4%	-$79.3K	0.32%	57
2024 Q4	$1.92M	Hold	7,981	–	–	0.35%	53
2024 Q3	$1.89M	Sell	7,981 -432	-5%	-$98.2K	0.36%	57
2024 Q2	$1.83M	Sell	8,413 -417	-5%	-$91.6K	0.36%	53
2024 Q1	$2.02M	Sell	8,830 -1,328	-13%	-$286K	0.4%	54
2023 Q4	$2.17M	Sell	10,158 -2,337	-19%	-$450K	0.48%	49
2023 Q3	$2.36M	Sell	12,495 -585	-4%	-$117K	0.57%	45
2023 Q2	$2.6M	Sell	13,080 -754	-5%	-$142K	0.6%	42
2023 Q1	$2.62M	Buy	13,834 +6,552	+90%	+$1.27M	0.64%	38
2022 Q4	$1.34M	Buy	7,282 +526	+8%	+$97.5K	0.35%	61
2022 Q3	$1.16M	Buy	6,756 +903	+15%	+$170K	0.33%	63
2022 Q2	$1.03M	Sell	5,853 -1,720	-23%	-$332K	0.28%	65
2022 Q1	$1.61M	Buy	7,573 +944	+14%	+$199K	0.37%	52
2021 Q4	$1.5M	Buy	6,629 +957	+17%	+$217K	0.35%	53
2021 Q3	$1.24M	Buy	5,672 +1,611	+40%	+$358K	0.31%	59
2021 Q2	$915K	Buy	4,061 +1,965	+94%	+$435K	0.23%	69
2021 Q1	$449K	Buy	+2,096	New	+$442K	0.11%	105
2019 Q1	–	Sell	-1,659	Closed	-$219K	–	133
2018 Q4	$219K	Sell	1,659 -1,714	-51%	-$250K	0.08%	117
2018 Q3	$548K	Sell	3,373 -48	-1%	-$7.76K	0.18%	72
2018 Q2	$533K	Sell	3,421 -87	-2%	-$13.3K	0.19%	70
2018 Q1	$515K	Sell	3,508 -83	-2%	-$12.4K	0.19%	75
2017 Q4	$531K	Sell	3,591 -69	-2%	-$9.98K	0.19%	76
2017 Q3	$517K	Sell	3,660 -482	-12%	-$65.7K	0.19%	87
2017 Q2	$561K	Buy	4,142 +409	+11%	+$54.8K	0.21%	80
2017 Q1	$498K	Sell	3,733 -604	-14%	-$79.9K	0.19%	89
2016 Q4	$559K	Sell	4,337 -724	-14%	-$89.9K	0.22%	85
2016 Q3	$618K	Buy	5,061 +42	+0.8%	+$5.08K	0.26%	77
2016 Q2	$581K	Sell	5,019 -153	-3%	-$17.4K	0.26%	73
2016 Q1	$577K	Sell	5,172 -1,658	-24%	-$172K	0.27%	73
2015 Q4	$756K	Sell	6,830 -836	-11%	-$94.8K	0.37%	46
2015 Q3	$828K	Sell	7,666 -840	-10%	-$98.2K	0.44%	45
2015 Q2	$1.03M	Sell	8,506 -103	-1%	-$12.7K	0.54%	42
2015 Q1	$1.05M	Buy	8,609 +879	+11%	+$104K	0.52%	38
2014 Q4	$902K	Buy	+7,730	New	+$880K	0.47%	44

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Peak Asset Management's VB Position: Q2 2026 in Review

Peak Asset Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.7% in Q2 2026, buying an estimated $77.4K and bringing the position to 7,616 shares worth $2.31M. The position accounts for 0.34% of the portfolio, ranked #56.

Peak Asset Management first reported a position in VB in Q4 2014 and has held it in 39 quarters since. The position peaked at $2.62M in Q1 2023. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Peak Asset Management held 7,616 shares of Vanguard Morningstar Small-Cap ETF worth $2.31M as of Q2 2026.
Peak Asset Management bought 270 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $77.4K.
Vanguard Morningstar Small-Cap ETF made up 0.34% of Peak Asset Management's portfolio in Q2 2026, its #56 holding.
Peak Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2014 and has held it in 39 quarters since.
Peak Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $2.62M in Q1 2023.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.