Twin Peaks Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.06M	Buy	4,064 +37	+0.9%	+$10K	0.27%	68
2025 Q4	$1.12M	Sell	4,027 -316	-7%	-$81K	0.33%	66
2025 Q3	$1.1M	Sell	4,343 -710	-14%	-$176K	0.38%	58
2025 Q2	$1.24M	Buy	5,053 +16	+0.3%	+$3.57K	0.4%	55
2025 Q1	$1.05M	Sell	5,037 -716	-12%	-$171K	0.48%	50
2024 Q4	$1.38M	Buy	5,753 +415	+8%	+$102K	0.58%	43
2024 Q3	$1.27M	Buy	5,338 +1,503	+39%	+$342K	0.58%	40
2024 Q2	$836K	Buy	3,835 +907	+31%	+$199K	0.42%	51
2024 Q1	$669K	Buy	2,928 +601	+26%	+$129K	0.37%	55
2023 Q4	$496K	Buy	+2,327	New	+$448K	0.32%	62

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Twin Peaks Wealth Advisors's VB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its Vanguard Small-Cap ETF (VB) stake by 0.92% in Q1 2026, buying an estimated $10K and bringing the position to 4,064 shares worth $1.06M. The position accounts for 0.27% of the portfolio, ranked #68.

Twin Peaks Wealth Advisors first reported a position in VB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.38M in Q4 2024. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Twin Peaks Wealth Advisors held 4,064 shares of Vanguard Small-Cap ETF worth $1.06M as of Q1 2026.
Twin Peaks Wealth Advisors bought 37 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $10K.
Vanguard Small-Cap ETF made up 0.27% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #68 holding.
Twin Peaks Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's Vanguard Small-Cap ETF position peaked at $1.38M in Q4 2024.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.