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Vanguard Total Stock Market ETF shares owned by Peak Wealth Management

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Peak Wealth Management from 13F filings

Historical chart of Peak Wealth Management investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF held by Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total Stock Market ETF by Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $233k 696 335.27

More positions owned by Peak Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Blackrock Etf Trust Ishares A I Inno (BAI)
Regeneron Pharmaceuticals (REGN)
Ishares Tr Us Treas Bd Etf (GOVT)
John Hancock Exchange Traded Mortgage Backed (JHMB)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Peak Wealth Management

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
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WealthNavi
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Wellspring Financial Advisors
Creative Planning
Envestnet Asset Management
Ballentine Partners
Wells Fargo & Company
Jpmorgan Chase & Co

View all funds holding Vanguard Total Stock Market ETF