Peak Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24M	Sell	3,344 -29	-0.9%	-$10.4K	0.18%	79
2026 Q1	$1.08M	Sell	3,373 -144	-4%	-$48.3K	0.19%	71
2025 Q4	$1.18M	Sell	3,517 -46	-1%	-$15.3K	0.2%	72
2025 Q3	$1.17M	Sell	3,563 -57	-2%	-$18K	0.2%	70
2025 Q2	$1.1M	Buy	3,620 +316	+10%	+$88.9K	0.2%	69
2025 Q1	$908K	Buy	3,304 +179	+6%	+$52K	0.17%	74
2024 Q4	$906K	Sell	3,125 -120	-4%	-$35K	0.17%	75
2024 Q3	$919K	Sell	3,245 -96	-3%	-$26.2K	0.17%	75
2024 Q2	$894K	Sell	3,341 -21	-0.6%	-$5.43K	0.18%	75
2024 Q1	$874K	Buy	+3,362	New	+$832K	0.17%	80
2022 Q1	–	Sell	-1,157	Closed	-$279K	–	142
2021 Q4	$279K	Sell	1,157 -26	-2%	-$6.14K	0.06%	122
2021 Q3	$263K	Buy	1,183 +101	+9%	+$23K	0.06%	122
2021 Q2	$241K	Buy	+1,082	New	+$235K	0.06%	126
2015 Q4	–	Sell	-2,926	Closed	-$289K	–	132
2015 Q3	$289K	Buy	+2,926	New	+$307K	0.15%	92

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Peak Asset Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.86% in Q2 2026, selling an estimated $10.4K and leaving 3,344 shares worth $1.24M. The position accounts for 0.18% of the portfolio, ranked #79.

Peak Asset Management first reported a position in VTI in Q3 2015 and has held it in 14 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Peak Asset Management held 3,344 shares of Vanguard Morningstar Total Stock Market ETF worth $1.24M as of Q2 2026.
Peak Asset Management sold 29 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $10.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.18% of Peak Asset Management's portfolio in Q2 2026, its #79 holding.
Peak Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2015 and has held it in 14 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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