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Twin Peaks Wealth Advisors’s Vanguard 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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Twin Peaks Wealth Advisors held its Vanguard Growth ETF (VUG) position steady in Q1 2026 at 2,916 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #176.

Twin Peaks Wealth Advisors first reported a position in VUG in Q1 2025 and has held it in 5 quarters since. The position peaked at $233K in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 2,916 shares of Vanguard Growth ETF worth $212K as of Q1 2026.
  • Twin Peaks Wealth Advisors left its Vanguard Growth ETF share count unchanged in Q1 2026.
  • Vanguard Growth ETF made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #176 holding.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Twin Peaks Wealth Advisors's Vanguard Growth ETF position peaked at $233K in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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