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Twin Peaks Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.5K Buy
+200
New +$54.9K 0.01% 434
2025
Q3 		– Sell
-185
Closed -$53.1K – 2074
2025
Q2 		$53.1K Buy
+185
New +$47.7K 0.02% 337

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Twin Peaks Wealth Advisors opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q1 2026: 200 shares worth $51.5K. The stake represents 0.01% of the portfolio and ranks #434 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VOT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VOT in Q2 2025 and has held it in 2 quarters since. The position peaked at $53.1K in Q2 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 200 shares of Vanguard Mid-Cap Growth ETF worth $51.5K as of Q1 2026.
  • Vanguard Mid-Cap Growth ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Vanguard Mid-Cap Growth ETF made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #434 holding.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Vanguard Mid-Cap Growth ETF position peaked at $53.1K in Q2 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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