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

Twin Peaks Wealth Advisors’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.8K Buy
+108
New +$12.6K ﹤0.01% 973
2025
Q3 		– Sell
-20
Closed -$2.32K – 2070
2025
Q2 		$2.32K Buy
+20
New +$1.97K ﹤0.01% 1584

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Twin Peaks Wealth Advisors opened a new position in Vanguard Russell 1000 Growth ETF (VONG) in Q1 2026: 108 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #973 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VONG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VONG in Q2 2025 and has held it in 2 quarters since. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 108 shares of Vanguard Russell 1000 Growth ETF worth $11.8K as of Q1 2026.
  • Vanguard Russell 1000 Growth ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #973 holding.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

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