Twin Peaks Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251K	Hold	2,916	–	–	0.06%	189
2026 Q1	$212K	Hold	2,916	–	–	0.05%	176
2025 Q4	$230K	Hold	2,916	–	–	0.07%	169
2025 Q3	$233K	Hold	2,916	–	–	0.08%	155
2025 Q2	$225K	Sell	2,916 -492	-14%	-$32.4K	0.07%	149
2025 Q1	$206K	Buy	+3,408	New	+$230K	0.09%	137

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Twin Peaks Wealth Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 2,916 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #189.

Twin Peaks Wealth Advisors first reported a position in VUG in Q1 2025 and has held it in 6 quarters since. 2,898 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Twin Peaks Wealth Advisors held 2,916 shares of Vanguard Morningstar Growth ETF worth $251K as of Q2 2026.
Twin Peaks Wealth Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.06% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #189 holding.
Twin Peaks Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
2,898 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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