Peak Asset Management, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1632512 LOUISVILLE, CO

Position in VB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,308,561

+$384,497 QoQ

Shares Held

7,616

+3.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#239

of 556 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,308,561	7,616	+3.7%	Shares	Sole	2026-08-14
2026-03-31	$1,924,064	7,346	-3.6%	Shares	Sole	2026-05-15
2025-12-31	$1,966,610	7,624	-0.3%	Shares	Sole	2026-02-05
2025-09-30	$1,944,987	7,649	0.0%	Shares	Sole	2025-11-13
2025-06-30	$1,812,660	7,649	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,696,165	7,649	-4.2%	Shares	Sole	2025-05-07
2024-12-31	$1,917,674	7,981	0.0%	Shares	Sole	2025-02-14
2024-09-30	$1,893,173	7,981	-5.1%	Shares	Sole	2024-11-06
2024-06-30	$1,834,370	8,413	-4.7%	Shares	Sole	2024-08-12
2024-03-31	$2,018,449	8,830	-13.1%	Shares	Sole	2024-05-10
2023-12-31	$2,167,006	10,158	-18.7%	Shares	Sole	2024-02-12
2023-09-30	$2,362,429	12,495	-4.5%	Shares	Sole	2023-11-14
2023-06-30	$2,601,481	13,080	-5.5%	Shares	Sole	2023-08-14
2023-03-31	$2,622,373	13,834	+90.0%	Shares	Sole	2023-05-11
2022-12-31	$1,336,538	7,282	+7.8%	Shares	Sole	2023-01-30
2022-09-30	$1,154,667	6,756	+15.4%	Shares	Sole	2022-11-14
2022-06-30	$1,030,771	5,853	-22.7%	Shares	Sole	2022-08-11
2022-03-31	$1,609,413	7,573	+14.2%	Shares	Sole	2022-05-12
2021-12-31	$1,498,220	6,629	+16.9%	Shares	Sole	2022-02-14
2021-09-30	$1,240,296	5,672	+39.7%	Shares	Sole	2021-11-12
2021-06-30	$914,862	4,061	+93.8%	Shares	Sole	2021-08-06
2021-03-31	$448,711	2,096	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.