Twin Peaks Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Other funds holding VTI
RIM
WI
Twin Peaks Wealth Advisors's VTI Position: Q2 2026 in Review
Twin Peaks Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.3% in Q2 2026, buying an estimated $151K and bringing the position to 8,428 shares worth $3.12M. The position accounts for 0.71% of the portfolio, ranked #39.
Twin Peaks Wealth Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Twin Peaks Wealth Advisors held 8,428 shares of Vanguard Morningstar Total Stock Market ETF worth $3.12M as of Q2 2026.
- Twin Peaks Wealth Advisors bought 422 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $151K.
- Vanguard Morningstar Total Stock Market ETF made up 0.71% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #39 holding.
- Twin Peaks Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
- 3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.