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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-121	Closed	-$22.3K	–	2143
2026 Q1	$22.3K	Buy	+121	New	+$22.6K	0.01%	669
2025 Q3	–	Sell	-136	Closed	-$23K	–	2069
2025 Q2	$23K	Buy	+136	New	+$21.5K	0.01%	557

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026, closing a stake of 121 shares — an estimated $22.3K sold.

Twin Peaks Wealth Advisors first reported a position in VOE in Q2 2025 and held it in 2 quarters. The position peaked at $23K in Q2 2025. 1,244 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 121 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $22.3K.
Twin Peaks Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $23K in Q2 2025.
1,244 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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