Peak Asset Management, LLC Vanguard Transaction History
Peak Asset Management, LLC
- $559 Million
- Q3 2025
A detailed history of Peak Asset Management, LLC transactions in Vanguard stock. As of the latest transaction made, Peak Asset Management, LLC holds 364,778 shares of VGSH stock, worth $21.4 Million. This represents 3.84% of its overall portfolio holdings.
Number of Shares
364,778
Previous 347,029
5.11%
Holding current value
$21.4 Million
Previous $20.4 Million
5.24%
% of portfolio
3.84%
Previous 3.81%
Shares
32 transactions
Others Institutions Holding VGSH
# of Institutions
1,065Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio