Peak Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$231K	Hold	673	–	–	0.03%	171
2026 Q1	$201K	Buy	+673	New	+$211K	0.04%	147
2019 Q3	–	Sell	-3,637	Closed	-$490K	–	130
2019 Q2	$490K	Buy	3,637 +42	+1%	+$5.56K	0.16%	77
2019 Q1	$467K	Buy	3,595 +64	+2%	+$8K	0.16%	81
2018 Q4	$406K	Buy	3,531 +63	+2%	+$7.8K	0.15%	84
2018 Q3	$463K	Buy	3,468 +18	+0.5%	+$2.36K	0.16%	80
2018 Q2	$430K	Buy	+3,450	New	+$429K	0.16%	81

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Peak Asset Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 673 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #171.

Peak Asset Management first reported a position in VV in Q2 2018 and has held it in 7 quarters since. The position peaked at $490K in Q2 2019. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Peak Asset Management held 673 shares of Vanguard Morningstar Large-Cap ETF worth $231K as of Q2 2026.
Peak Asset Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Peak Asset Management's portfolio in Q2 2026, its #171 holding.
Peak Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2018 and has held it in 7 quarters since.
Peak Asset Management's Vanguard Morningstar Large-Cap ETF position peaked at $490K in Q2 2019.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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