SEC 13F Intelligence

Peak Asset Management, LLC / VGSH

Peak Asset Management, LLC’s Vanguard Scottsdale Fds Position

Does Peak Asset Management, LLC own Vanguard Scottsdale Fds (VGSH)? Yes — 385.3K shares worth $23M (+3.98% of its 13F portfolio) as of Q1 2026, up from 382.3K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
385.3K
% of Portfolio
+3.98%
Quarters Held
30
currently held

Position History VGSH

Reported value by quarter
Q4 ’18: $863,000Q4 ’18Q1 ’19: $850,000Q2 ’19: $826,000Q3 ’19: $685,000Q4 ’19: $588,000Q4 ’19Q1 ’20: $560,000Q2 ’20: $629,000Q3 ’20: $3MQ4 ’20: $8MQ4 ’20Q1 ’21: $10MQ2 ’21: $11MQ3 ’21: $12MQ4 ’21: $12MQ4 ’21Q1 ’22: $11MQ2 ’22: $10MQ3 ’22: $6MQ4 ’22: $7MQ4 ’22Q1 ’23: $8MQ2 ’23: $8MQ3 ’23: $10MQ4 ’23: $11MQ4 ’23Q1 ’24: $11MQ2 ’24: $14MQ3 ’24: $17MQ4 ’24: $17MQ4 ’24Q1 ’25: $19MQ2 ’25: $20MQ3 ’25: $21MQ4 ’25: $22MQ4 ’25Q1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026385.3K$23M+3.98%
Q4 2025382.3K$22M+3.82%
Q3 2025364.8K$21M+3.75%
Q2 2025347.0K$20M+3.74%
Q1 2025321.9K$19M+3.60%
Q4 2024299.1K$17M+3.22%
Q3 2024283.7K$17M+3.16%
Q2 2024246.6K$14M+2.80%
Q1 2024197.0K$11M+2.27%
Q4 2023181.1K$11M+2.32%
Q3 2023165.6K$10M+2.30%
Q2 2023132.9K$8M+1.77%
Q1 2023135.2K$8M+1.93%
Q4 2022121.4K$7M+1.83%
Q3 2022107.6K$6M+1.77%
Q2 2022166.3K$10M+2.68%
Q1 2022187.8K$11M+2.59%
Q4 2021194.8K$12M+2.73%
Q3 2021196.6K$12M+2.98%
Q2 2021173.5K$11M+2.65%
Q1 2021160.5K$10M+2.38%
Q4 2020133.3K$8M+2.15%
Q3 202053.3K$3M+0.99%
Q2 202010.1K$629,000+0.20%
Q1 20209.0K$560,000+0.22%
Q4 20199.7K$588,000+0.18%
Q3 201911.2K$685,000+0.22%
Q2 201913.6K$826,000+0.27%
Q1 201914.1K$850,000+0.29%
Q4 201814.4K$863,000+0.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peak Asset Management, LLC’s full portfolio or all institutional holders of VGSH.