Twin Peaks Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-57	Closed	-$7.88K	–	2168
2026 Q1	$7.88K	Buy	+57	New	+$8.2K	﹤0.01%	1176

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 57 shares — an estimated $7.88K sold.

Twin Peaks Wealth Advisors first reported a position in VT in Q1 2026 and held it in 1 quarter. The position peaked at $7.88K in Q1 2026. 1,320 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 57 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $7.88K.
Twin Peaks Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2026 and held it in 1 quarter.
Twin Peaks Wealth Advisors's Vanguard Total World Stock ETF position peaked at $7.88K in Q1 2026.
1,320 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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