Twin Peaks Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$794K	Sell	2,692 -16	-0.6%	-$4.93K	0.2%	78
2025 Q4	$852K	Hold	2,708	–	–	0.25%	76
2025 Q3	$819K	Hold	2,708	–	–	0.28%	68
2025 Q2	$791K	Sell	2,708 -50	-2%	-$13K	0.26%	70
2025 Q1	$672K	Hold	2,758	–	–	0.31%	68
2024 Q4	$736K	Hold	2,758	–	–	0.31%	64
2024 Q3	$717K	Hold	2,758	–	–	0.33%	61
2024 Q2	$679K	Sell	2,758 -7	-0.3%	-$1.66K	0.34%	59
2024 Q1	$659K	Hold	2,765	–	–	0.37%	57
2023 Q4	$600K	Buy	+2,765	New	+$560K	0.38%	55

Other funds holding VONE

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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

Twin Peaks Wealth Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 0.59% in Q1 2026, selling an estimated $4.93K and leaving 2,692 shares worth $794K. The position accounts for 0.2% of the portfolio, ranked #78.

Twin Peaks Wealth Advisors first reported a position in VONE in Q4 2023 and has held it in 10 quarters since. The position peaked at $852K in Q4 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Twin Peaks Wealth Advisors held 2,692 shares of Vanguard Russell 1000 ETF worth $794K as of Q1 2026.
Twin Peaks Wealth Advisors sold 16 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $4.93K.
Vanguard Russell 1000 ETF made up 0.2% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #78 holding.
Twin Peaks Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's Vanguard Russell 1000 ETF position peaked at $852K in Q4 2025.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

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