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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$250K	Buy	1,029 +1	+0.1%	+$233	0.04%	169
2026 Q1	$223K	Buy	1,028 +1	+0.1%	+$224	0.04%	145
2025 Q4	$218K	Buy	+1,027	New	+$215K	0.04%	148
2021 Q2	–	Sell	-4,426	Closed	-$733K	–	152
2021 Q1	$733K	Buy	4,426 +570	+15%	+$89.8K	0.18%	82
2020 Q4	$548K	Sell	3,856 -66	-2%	-$8.51K	0.14%	88
2020 Q3	$434K	Buy	+3,922	New	+$440K	0.13%	86

Other funds holding VBR

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

Peak Asset Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.1% in Q2 2026, buying an estimated $233 and bringing the position to 1,029 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #169.

Peak Asset Management first reported a position in VBR in Q3 2020 and has held it in 6 quarters since. The position peaked at $733K in Q1 2021. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Peak Asset Management held 1,029 shares of Vanguard Morningstar Small-Cap Value ETF worth $250K as of Q2 2026.
Peak Asset Management bought 1 Vanguard Morningstar Small-Cap Value ETF share in Q2 2026, an estimated $233.
Vanguard Morningstar Small-Cap Value ETF made up 0.04% of Peak Asset Management's portfolio in Q2 2026, its #169 holding.
Peak Asset Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2020 and has held it in 6 quarters since.
Peak Asset Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $733K in Q1 2021.
1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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