Peak Financial Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.1M | Sell |
25,270
-1,605
| -6% | -$1M | 3.83% | 6 |
|
|
2025
Q4 | $16.9M | Sell |
26,875
-1,598
| -6% | -$993K | 4.35% | 5 |
|
|
2025
Q3 | $17.4M | Sell |
28,473
-1,413
| -5% | -$833K | 4.61% | 4 |
|
|
2025
Q2 | $17M | Sell |
29,886
-426
| -1% | -$224K | 4.83% | 4 |
|
|
2025
Q1 | $15.6M | Sell |
30,312
-2,456
| -7% | -$1.33M | 4.67% | 4 |
|
|
2024
Q4 | $17.7M | Sell |
32,768
-1,332
| -4% | -$721K | 5.29% | 4 |
|
|
2024
Q3 | $18M | Sell |
34,100
-872
| -2% | -$443K | 5.28% | 4 |
|
|
2024
Q2 | $17.5M | Sell |
34,972
-573
| -2% | -$276K | 5.47% | 4 |
|
|
2024
Q1 | $17.1M | Sell |
35,545
-1,057
| -3% | -$484K | 5.42% | 4 |
|
|
2023
Q4 | $16M | Sell |
36,602
-1,177
| -3% | -$482K | 5.37% | 4 |
|
|
2023
Q3 | $14.8M | Sell |
37,779
-1,071
| -3% | -$438K | 5.4% | 4 |
|
|
2023
Q2 | $15.8M | Sell |
38,850
-604
| -2% | -$233K | 5.63% | 4 |
|
|
2023
Q1 | $14.8M | Sell |
39,454
-211
| -0.5% | -$77.4K | 5.52% | 4 |
|
|
2022
Q4 | $13.9M | Sell |
39,665
-1,087
| -3% | -$384K | 5.48% | 4 |
|
|
2022
Q3 | $13.4M | Sell |
40,752
-2,732
| -6% | -$998K | 5.58% | 3 |
|
|
2022
Q2 | $15.1M | Sell |
43,484
-1,233
| -3% | -$464K | 5.8% | 3 |
|
|
2022
Q1 | $18.6M | Sell |
44,717
-1,327
| -3% | -$543K | 6.22% | 3 |
|
|
2021
Q4 | $20.1M | Sell |
46,044
-1,460
| -3% | -$616K | 6.51% | 3 |
|
|
2021
Q3 | $18.7M | Sell |
47,504
-28
| -0.1% | -$11.4K | 6.35% | 3 |
|
|
2021
Q2 | $18.7M | Sell |
47,532
-350
| -0.7% | -$134K | 6.35% | 3 |
|
|
2021
Q1 | $17.4M | Sell |
47,882
-970
| -2% | -$344K | 6.32% | 4 |
|
|
2020
Q4 | $16.8M | Buy |
48,852
+1,485
| +3% | +$484K | 6.32% | 3 |
|
|
2020
Q3 | $14.6M | Sell |
47,367
-59
| -0.1% | -$18K | 6.29% | 3 |
|
|
2020
Q2 | $13.4M | Sell |
47,426
-2,867
| -6% | -$772K | 6.31% | 3 |
|
|
2020
Q1 | $11.9M | Sell |
50,293
-776
| -2% | -$217K | 6.08% | 4 |
|
|
2019
Q4 | $15.1M | Sell |
51,069
-1,091
| -2% | -$309K | 6.44% | 3 |
|
|
2019
Q3 | $14.2M | Buy |
52,160
+8
| +0% | +$2.17K | 6.32% | 2 |
|
|
2019
Q2 | $14M | Sell |
52,152
-730
| -1% | -$193K | 6.3% | 3 |
|
|
2019
Q1 | $13.7M | Sell |
52,882
-1,124
| -2% | -$281K | 6.31% | 3 |
|
|
2018
Q4 | $12.4M | Sell |
54,006
-641
| -1% | -$159K | 6.11% | 3 |
|
|
2018
Q3 | $14.6M | Sell |
54,647
-936
| -2% | -$245K | 6.56% | 4 |
|
|
2018
Q2 | $13.9M | Sell |
55,583
-591
| -1% | -$147K | 6.4% | 3 |
|
|
2018
Q1 | $13.6M | Sell |
56,174
-21,207
| -27% | -$5.32M | 6.47% | 4 |
|
|
2017
Q4 | $19M | Sell |
77,381
-3,040
| -4% | -$727K | 7.19% | 2 |
|
|
2017
Q3 | $18.6M | Sell |
80,421
-3,597
| -4% | -$815K | 7.16% | 2 |
|
|
2017
Q2 | $18.7M | Sell |
84,018
-2,146
| -2% | -$472K | 7.3% | 2 |
|
|
2017
Q1 | $18.6M | Buy |
86,164
+943
| +1% | +$201K | 7.53% | 2 |
|
|
2016
Q4 | $17.5M | Sell |
85,221
-5,342
| -6% | -$1.07M | 7.62% | 2 |
|
|
2016
Q3 | $18M | Sell |
90,563
-4,618
| -5% | -$916K | 7.79% | 3 |
|
|
2016
Q2 | $18.3M | Buy |
+95,181
| New | +$18.1M | 8.16% | 2 |
|
|
2015
Q4 | $19.7M | Buy |
+105,397
| New | +$19.8M | 9.01% | 3 |
|
Other funds holding VOO
VGA
AA
Peak Financial Management's VOO Position: Q1 2026 in Review
Peak Financial Management reduced its Vanguard S&P 500 ETF (VOO) stake by 6% in Q1 2026, selling an estimated $1M and leaving 25,270 shares worth $15.1M. The position accounts for 3.83% of the portfolio, ranked #6.
Peak Financial Management first reported a position in VOO in Q4 2015 and has held it in 41 quarters since. The position peaked at $20.1M in Q4 2021. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Peak Financial Management held 25,270 shares of Vanguard S&P 500 ETF worth $15.1M as of Q1 2026.
- Peak Financial Management sold 1,605 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1M.
- Vanguard S&P 500 ETF made up 3.83% of Peak Financial Management's portfolio in Q1 2026, its #6 holding.
- Peak Financial Management first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 41 quarters since.
- Peak Financial Management's Vanguard S&P 500 ETF position peaked at $20.1M in Q4 2021.
- 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.