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

Twin Peaks Wealth Advisors’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-397
Closed -$37.2K – 2145
2026
Q1 		$37.2K Buy
+397
New +$38.2K 0.01% 508
2025
Q3 		– Sell
-178
Closed -$15.4K – 2071
2025
Q2 		$15.4K Buy
+178
New +$14.5K 0.01% 713

Other funds holding VONV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of Vanguard Russell 1000 Value ETF (VONV) in Q2 2026, closing a stake of 397 shares — an estimated $37.2K sold.

Twin Peaks Wealth Advisors first reported a position in VONV in Q2 2025 and held it in 2 quarters. The position peaked at $37.2K in Q1 2026. 626 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Vanguard Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 397 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $37.2K.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Vanguard Russell 1000 Value ETF position peaked at $37.2K in Q1 2026.
  • 626 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

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