Peak Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9M	Buy	15,870 +608	+4%	+$405K	1.6%	22
2026 Q1	$9.12M	Buy	15,262 +436	+3%	+$273K	1.61%	25
2025 Q4	$9.3M	Buy	14,826 +26	+0.2%	+$16.2K	1.58%	23
2025 Q3	$9.06M	Buy	14,800 +504	+4%	+$297K	1.58%	23
2025 Q2	$8.12M	Buy	14,296 +394	+3%	+$207K	1.49%	23
2025 Q1	$7.14M	Sell	13,902 -10	-0.1%	-$5.41K	1.36%	25
2024 Q4	$7.5M	Buy	13,912 +522	+4%	+$283K	1.39%	25
2024 Q3	$7.07M	Buy	13,390 +299	+2%	+$152K	1.33%	25
2024 Q2	$6.55M	Buy	13,091 +5,019	+62%	+$2.42M	1.28%	26
2024 Q1	$3.88M	Buy	8,072 +969	+14%	+$443K	0.77%	33
2023 Q4	$3.1M	Buy	7,103 +884	+14%	+$362K	0.68%	37
2023 Q3	$2.44M	Buy	6,219 +187	+3%	+$76.5K	0.59%	44
2023 Q2	$2.46M	Buy	6,032 +466	+8%	+$180K	0.57%	44
2023 Q1	$2.09M	Buy	5,566 +235	+4%	+$86.2K	0.51%	47
2022 Q4	$1.87M	Buy	5,331 +323	+6%	+$114K	0.49%	45
2022 Q3	$1.64M	Buy	5,008 +991	+25%	+$362K	0.47%	46
2022 Q2	$1.39M	Buy	4,017 +180	+5%	+$67.8K	0.38%	52
2022 Q1	$1.59M	Buy	3,837 +685	+22%	+$280K	0.37%	55
2021 Q4	$1.38M	Buy	3,152 +175	+6%	+$73.9K	0.32%	59
2021 Q3	$1.17M	Buy	2,977 +690	+30%	+$280K	0.29%	60
2021 Q2	$900K	Buy	2,287 +776	+51%	+$298K	0.22%	72
2021 Q1	$550K	Buy	1,511 +496	+49%	+$176K	0.13%	96
2020 Q4	$349K	Buy	+1,015	New	+$331K	0.09%	107

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Peak Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 4% in Q2 2026, buying an estimated $405K and bringing the position to 15,870 shares worth $10.9M. The position accounts for 1.6% of the portfolio, ranked #22.

Peak Asset Management first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Peak Asset Management held 15,870 shares of Vanguard S&P 500 ETF worth $10.9M as of Q2 2026.
Peak Asset Management bought 608 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $405K.
Vanguard S&P 500 ETF made up 1.6% of Peak Asset Management's portfolio in Q2 2026, its #22 holding.
Peak Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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