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Vanguard Total Stock Market ETF shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market 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 Total Stock Market ETF by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $539k 1.9k 283.21
2024-06-30 $551k 2.1k 267.56
2024-03-31 $541k 2.1k 259.94
2023-12-31 $769k 3.2k 237.25

More positions owned by Twin Peaks Wealth Advisors

Apple (AAPL)
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)
Amazon (AMZN)
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 Total Stock Market ETF

Vanguard Group
Wealthfront Advisers
Us Bancorp
LPL Financial
Bank of America Corporation
Morgan Stanley
WealthNavi
Northern Trust
Hanson McClain Advisors
HB Wealth Management
Creative Planning
Envestnet Asset Management
Wellspring Financial Advisors
Ballentine Partners
Wells Fargo & Company

View all funds holding Vanguard Total Stock Market ETF