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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

Twin Peaks Wealth Advisors opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q1 2026: 121 shares worth $22.3K. The stake represents 0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VOE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VOE in Q2 2025 and has held it in 2 quarters since. The position peaked at $23K in Q2 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 121 shares of Vanguard Mid-Cap Value ETF worth $22.3K as of Q1 2026.
  • Vanguard Mid-Cap Value ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Vanguard Mid-Cap Value ETF made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #669 holding.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Vanguard Mid-Cap Value ETF position peaked at $23K in Q2 2025.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

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