Twin Peaks Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.12K	Buy	+18	New	+$2.72K	﹤0.01%	1560
2025 Q3	–	Sell	-18	Closed	-$2.14K	–	2042
2025 Q2	$2.14K	Buy	+18	New	+$2.1K	﹤0.01%	1602

Other funds holding VDE

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Twin Peaks Wealth Advisors opened a new position in Vanguard Energy ETF (VDE) in Q1 2026: 18 shares worth $3.12K. The stake represents ﹤0.01% of the portfolio and ranks #1560 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VDE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VDE in Q2 2025 and has held it in 2 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

Twin Peaks Wealth Advisors held 18 shares of Vanguard Energy ETF worth $3.12K as of Q1 2026.
Vanguard Energy ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
Vanguard Energy ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1560 holding.
Twin Peaks Wealth Advisors first reported a position in Vanguard Energy ETF in Q2 2025 and has held it in 2 quarters since.
772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

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