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Vanguard Small-Cap ETF shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Twin Peaks Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Twin Peaks Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$1.3M	5.3k	237.24
2024-06-30	$836k	3.8k	218.06
2024-03-31	$669k	2.9k	228.63
2023-12-31	$496k	2.3k	213.33

More positions owned by Twin Peaks Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

Meta Platforms Cl A (META)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Ishares Tr Core Total Usd (IUSB)

First Tr Exchange-traded First Tr Enh New (FTSM)

First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

Microsoft Corporation (MSFT)

Invesco Qqq Tr Unit Ser 1 (QQQ)

NVIDIA Corporation (NVDA)

First Tr Exchange-traded Us Eqty Oppt Etf (FPX)

Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Twin Peaks Wealth Advisors

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation

Jones Financial Companies, L.L

Envestnet Asset Management

Wells Fargo & Company

Mercer Global Advisors

Goldman Sachs Group

Captrust Financial Advisors

Creative Planning

Pnc Financial Services

Northwestern Mutual Wealth Management Company

Bank of New York Mellon

Charles Schwab Investment Management

Royal Bank of Canada

View all funds holding Vanguard Small-Cap ETF

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