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Twin Peaks Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.3K Buy
+229
New +$21K 0.01% 713
2025
Q3 		– Sell
-229
Closed -$20.4K – 2066
2025
Q2 		$20.4K Buy
+229
New +$20.2K 0.01% 605

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Twin Peaks Wealth Advisors opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2026: 229 shares worth $20.3K. The stake represents 0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VNQ as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VNQ in Q2 2025 and has held it in 2 quarters since. The position peaked at $20.4K in Q2 2025. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Twin Peaks Wealth Advisors held 229 shares of Vanguard Real Estate ETF worth $20.3K as of Q1 2026.
  • Vanguard Real Estate ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Vanguard Real Estate ETF made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #713 holding.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Vanguard Real Estate ETF position peaked at $20.4K in Q2 2025.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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