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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Twin Peaks Wealth Advisors opened a new position in Vanguard Extended Market ETF (VXF) in Q1 2026: 296 shares worth $60.9K. The stake represents 0.02% of the portfolio and ranks #391 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VXF as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VXF in Q2 2025 and has held it in 2 quarters since. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Twin Peaks Wealth Advisors held 296 shares of Vanguard Extended Market ETF worth $60.9K as of Q1 2026.
  • Vanguard Extended Market ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Vanguard Extended Market ETF made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #391 holding.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Extended Market ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

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