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Twin Peaks Wealth Advisors’s Vanguard Morningstar 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
Q2 		– Sell
-394
Closed -$118K – 2174
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 $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 394 shares — an estimated $118K sold.

Twin Peaks Wealth Advisors first reported a position in VV in Q2 2025 and held it in 2 quarters. The position peaked at $118K in Q1 2026. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 394 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $118K.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $118K in Q1 2026.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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