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Twin Peaks Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$132K Buy
+674
New +$135K 0.03% 234
2025
Q3 		– Sell
-740
Closed -$133K – 2098
2025
Q2 		$133K Buy
+740
New +$125K 0.04% 203

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Twin Peaks Wealth Advisors opened a new position in Vanguard Value ETF (VTV) in Q1 2026: 674 shares worth $132K. The stake represents 0.03% of the portfolio and ranks #234 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VTV as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VTV in Q2 2025 and has held it in 2 quarters since. The position peaked at $133K in Q2 2025. 2,698 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Twin Peaks Wealth Advisors held 674 shares of Vanguard Value ETF worth $132K as of Q1 2026.
  • Vanguard Value ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Vanguard Value ETF made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #234 holding.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Value ETF in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Vanguard Value ETF position peaked at $133K in Q2 2025.
  • 2,698 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

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