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Vanguard Instl Index shares owned by Peak Financial Advisors

Quarter-by-quarter ownership of Vanguard Instl Index (VBIL) shares owned by Peak Financial Advisors from 13F filings

Historical chart of Peak Financial Advisors investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Instl Index held by Peak Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Instl Index by Peak Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $332k 4.4k 75.67

More positions owned by Peak Financial Advisors

Tcw Etf Trust Flexible Income (FLXR)
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)
Ishares Tr Mbs Etf (MBB)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Jpmorgan Usd Emg (EMB)
Simplify Exchange Traded Fun Managed Futures (CTA)
Amazon (AMZN)
Ciena Corp Com New (CIEN)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Johnson & Johnson (JNJ)
CenterPoint Energy (CNP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Element Solutions (ESI)
CVS Caremark Corporation (CVS)

View all positions for Peak Financial Advisors

Top funds holding Vanguard Instl Index

Wit
Nicholas Hoffman & Company
Oxbow Advisors
Evanson Financial
Evanson Asset Management
Elm Partners Management
SCS Capital Management
Bank of America Corporation
Greenhaven Associates
UBS Group
Randolph Company
Armstrong Advisory Group
Royal Bank of Canada
Morgan Stanley
FSA Investment Group

View all funds holding Vanguard Instl Index