Twin Peaks Wealth Advisors’s Vanguard Morningstar 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 Q2	$1.16M	Sell	3,840 -224	-6%	-$64.2K	0.26%	75
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Twin Peaks Wealth Advisors's VB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.5% in Q2 2026, selling an estimated $64.2K and leaving 3,840 shares worth $1.16M. The position accounts for 0.26% of the portfolio, ranked #75.

Twin Peaks Wealth Advisors first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q4 2024. 2,481 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Twin Peaks Wealth Advisors held 3,840 shares of Vanguard Morningstar Small-Cap ETF worth $1.16M as of Q2 2026.
Twin Peaks Wealth Advisors sold 224 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $64.2K.
Vanguard Morningstar Small-Cap ETF made up 0.26% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #75 holding.
Twin Peaks Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Twin Peaks Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.38M in Q4 2024.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.