Peak Retirement Planning, Inc. Vanguard Small Cap Growth ETF Transaction History
Peak Retirement Planning, Inc.
- $355 Billion
- Q3 2025
A detailed history of Peak Retirement Planning, Inc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 16,255 shares of VBK stock, worth $4.74 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
16,255
Previous 8,199
98.26%
Holding current value
$4.74 Million
Previous $2.27 Billion
113.05%
% of portfolio
1.36%
Previous 0.92%
Shares
4 transactions
Others Institutions Holding VBK
# of Institutions
1,279Shares Held
45.1MCall Options Held
45.8KPut Options Held
26K-
Bank Of America Corp Charlotte, NC9.99MShares$2.91 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.93MShares$564 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$492 Million4.13% of portfolio
-
Assetmark, Inc1.55MShares$452 Million1.01% of portfolio
-
Sei Investments CO Oaks, PA950KShares$277 Million0.32% of portfolio