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Twin Peaks Wealth Advisors’s Vanguard Morningstar 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
Q2 		– Sell
-674
Closed -$132K – 2172
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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of Vanguard Morningstar Value ETF (VTV) in Q2 2026, closing a stake of 674 shares — an estimated $132K sold.

Twin Peaks Wealth Advisors first reported a position in VTV in Q2 2025 and held it in 2 quarters. The position peaked at $133K in Q2 2025. 2,805 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Vanguard Morningstar Value ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 674 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $132K.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Vanguard Morningstar Value ETF position peaked at $133K in Q2 2025.
  • 2,805 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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