Twin Peaks Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.7M	Sell	21,113 -331	-2%	-$25.7K	0.39%	57
2026 Q1	$1.54M	Buy	21,444 +8	+0%	+$594	0.39%	54
2025 Q4	$1.62M	Buy	21,436 +1,112	+5%	+$80.9K	0.47%	53
2025 Q3	$1.49M	Buy	20,324 +2,124	+12%	+$153K	0.51%	49
2025 Q2	$1.3M	Buy	18,200 +4,012	+28%	+$263K	0.42%	51
2025 Q1	$873K	Buy	14,188 +808	+6%	+$54.2K	0.4%	58
2024 Q4	$884K	Buy	13,380 +1,240	+10%	+$84.2K	0.37%	61
2024 Q3	$801K	Buy	12,140 +1,876	+18%	+$118K	0.37%	55
2024 Q2	$621K	Buy	10,264 +6,012	+141%	+$365K	0.31%	64
2024 Q1	$266K	Buy	4,252 +644	+18%	+$38.1K	0.15%	109
2023 Q4	$210K	Buy	+3,608	New	+$193K	0.13%	115

Other funds holding VO

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Twin Peaks Wealth Advisors reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.5% in Q2 2026, selling an estimated $25.7K and leaving 21,113 shares worth $1.7M. The position accounts for 0.39% of the portfolio, ranked #57.

Twin Peaks Wealth Advisors first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Twin Peaks Wealth Advisors held 21,113 shares of Vanguard Morningstar Mid-Cap ETF worth $1.7M as of Q2 2026.
Twin Peaks Wealth Advisors sold 331 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $25.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.39% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Twin Peaks Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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