Twin Peaks Wealth Advisors’s Vanguard 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 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

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

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Twin Peaks Wealth Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 0.04% in Q1 2026, buying an estimated $594 and bringing the position to 21,444 shares worth $1.54M. The position accounts for 0.39% of the portfolio, ranked #54.

Twin Peaks Wealth Advisors first reported a position in VO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.62M in Q4 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Twin Peaks Wealth Advisors held 21,444 shares of Vanguard Mid-Cap ETF worth $1.54M as of Q1 2026.
Twin Peaks Wealth Advisors bought 8 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $594.
Vanguard Mid-Cap ETF made up 0.39% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #54 holding.
Twin Peaks Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $1.62M in Q4 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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