Twin Peaks Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.57M	Buy	8,006 +1,348	+20%	+$452K	0.65%	40
2025 Q4	$2.28M	Buy	6,658 +2,839	+74%	+$944K	0.66%	41
2025 Q3	$1.25M	Buy	3,819 +410	+12%	+$130K	0.43%	55
2025 Q2	$1.08M	Buy	3,409 +1,751	+106%	+$492K	0.35%	59
2025 Q1	$437K	Sell	1,658 -246	-13%	-$71.5K	0.2%	92
2024 Q4	$552K	Hold	1,904	–	–	0.23%	74
2024 Q3	$539K	Sell	1,904 -154	-7%	-$42K	0.25%	70
2024 Q2	$551K	Sell	2,058 -23	-1%	-$5.95K	0.27%	72
2024 Q1	$541K	Sell	2,081 -1,159	-36%	-$287K	0.3%	66
2023 Q4	$769K	Buy	+3,240	New	+$716K	0.49%	43

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Twin Peaks Wealth Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 20% in Q1 2026, buying an estimated $452K and bringing the position to 8,006 shares worth $2.57M. The position accounts for 0.65% of the portfolio, ranked #40.

Twin Peaks Wealth Advisors first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Twin Peaks Wealth Advisors held 8,006 shares of Vanguard Total Stock Market ETF worth $2.57M as of Q1 2026.
Twin Peaks Wealth Advisors bought 1,348 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $452K.
Vanguard Total Stock Market ETF made up 0.65% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #40 holding.
Twin Peaks Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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