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Twin Peaks Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$501 Buy
+5
New +$521 ﹤0.01% 2033
2025
Q3 		– Sell
-5
Closed -$458 – 2099
2025
Q2 		$458 Buy
+5
New +$407 ﹤0.01% 1932

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Twin Peaks Wealth Advisors opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q1 2026: 5 shares worth $501. The stake represents ﹤0.01% of the portfolio and ranks #2033 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VTWO as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VTWO in Q2 2025 and has held it in 2 quarters since. 676 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

  • Twin Peaks Wealth Advisors held 5 shares of Vanguard Russell 2000 ETF worth $501 as of Q1 2026.
  • Vanguard Russell 2000 ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2033 holding.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q2 2025 and has held it in 2 quarters since.
  • 676 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

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