Twin Peaks Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2	Closed	-$408	–	2147
2026 Q1	$408	Buy	+2	New	+$419	﹤0.01%	2064
2025 Q3	–	Sell	-2	Closed	-$387	–	2073
2025 Q2	$387	Buy	+2	New	+$360	﹤0.01%	1958

Other funds holding VOOV

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2026, closing a stake of 2 shares — an estimated $408 sold.

Twin Peaks Wealth Advisors first reported a position in VOOV in Q2 2025 and held it in 2 quarters. The position peaked at $408 in Q1 2026. 450 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 2 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $408.
Twin Peaks Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Vanguard S&P 500 Value ETF position peaked at $408 in Q1 2026.
450 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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