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Twin Peaks Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118K Buy
+394
New +$123K 0.03% 260
2025
Q3 		– Sell
-100
Closed -$29.7K – 2100
2025
Q2 		$29.7K Buy
+100
New +$26.3K 0.01% 477

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Twin Peaks Wealth Advisors opened a new position in Vanguard Large-Cap ETF (VV) in Q1 2026: 394 shares worth $118K. The stake represents 0.03% of the portfolio and ranks #260 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VV as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VV in Q2 2025 and has held it in 2 quarters since. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Twin Peaks Wealth Advisors held 394 shares of Vanguard Large-Cap ETF worth $118K as of Q1 2026.
  • Vanguard Large-Cap ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Vanguard Large-Cap ETF made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #260 holding.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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