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Twin Peaks Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-296
Closed -$60.9K – 2178
2026
Q1 		$60.9K Buy
+296
New +$63.4K 0.02% 391
2025
Q3 		– Sell
-86
Closed -$17.2K – 2103
2025
Q2 		$17.2K Buy
+86
New +$15.3K 0.01% 657

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of Vanguard Extended Market ETF (VXF) in Q2 2026, closing a stake of 296 shares — an estimated $60.9K sold.

Twin Peaks Wealth Advisors first reported a position in VXF in Q2 2025 and held it in 2 quarters. The position peaked at $60.9K in Q1 2026. 1,072 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Vanguard Extended Market ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 296 Vanguard Extended Market ETF shares in Q2 2026, an estimated $60.9K.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Vanguard Extended Market ETF position peaked at $60.9K in Q1 2026.
  • 1,072 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

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